Robert L. Golden

FORWARD FINANCIAL ADVISORS LLC

LOS ANGELES, CA

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CRD#: 4968836

Professional summary

Robert Lawrence Golden is a registered financial advisor currently at FORWARD FINANCIAL ADVISORS LLC located in Los Angeles, California.

Robert is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1999. Robert has worked at 2 firms .

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

COHEN, BENDER & GOLDEN LLP Non-Investment Related 12400 Wilshire Blvd Ste 1250, Los Angeles, CA 90025 Business Accounting Services CPA/Accounting Start: 12/2006 Hours: 160/month During Trading Hours: 5 hrs Accounting

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Robert Lawrence Golden's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

September 30, 2005 - Present

FORWARD FINANCIAL ADVISORS LLC

RIA

CRD#: 135429

LOS ANGELES, CA

Past

July 22, 1999 - January 19, 2008

GSB ADVISORY SERVICES, LLC

RIA

CRD#: 137343

LOS ANGELES, CA

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

California
(9/30/2005)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

Current Firm

FORWARD FINANCIAL ADVISORS LLC

CRD#: 135429 / SEC#:

California

Registered Investment Advisory firm - (9/30/2005 Approved)

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Contact information

Main Address

11936 Gorham Avenue No. 106, Los Angeles, CA 90049

Mailing Address

Phone number

(818) 571-4067

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Robert L. Golden

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Robert Lawrence Golden's CRS (Customer Relationship Summary).

Certified licenses

Experience

FORWARD FINANCIAL ADVISORS LLC

GSB ADVISORY SERVICES, LLC

State Registrations and Notice Filings

Exams

Current Firm

FORWARD FINANCIAL ADVISORS LLC

Contact information

Documents

Red Flags

Company Information

FORWARD FINANCIAL ADVISORS LLC

TRUST BUT VERIFY

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