Unclaimed Profile

Mark Goldfinger

STONEHENGE RETIREMENT PLANNERS LLC·LAGUNA HILLS, California

SIE, Series 7, Series 31, Series 63, Series 66Clean record21 years registeredSTONEHENGE RETIREMENT PLANNERS LLC

23046 AVENIDA DE LA CARLOTA, LAGUNA HILLS, CA 92653CRD# 4921926Firm CRD# 292489

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Mark Goldfinger · LAGUNA HILLS, CA

Registration

CRD #4921926 · STONEHENGE RETIREMENT PLANNERS LLC · 21 years registered

Brand Profile

Not yet started

Career History

STONEHENGE RETIREMENT PLANNERS

Mar 2018 – present

RETIREMENT WEALTH ADVISORS, INC.

Jan 2016 – Apr 2018

Los Angeles, CA

RVW INVESTING, LLC

Aug 2013 – Jan 2016

LOS ANGELES, CA

ALLSTATE FINANCIAL ADVISORS, LLC

Dec 2011 – Aug 2012

LOS ANGELES, CA

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

May 2005 – Jul 2010

SANTA MONICA, CA

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 31

Series 63

Series 66

Registration record

First registered · May 17, 2005

Years registered · 21

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

STONEHENGE RETIREMENT PLANNERS LLC

CRD 292489 · SEC 801-127326

Employees

Total firm employees

Services offered by STONEHENGE RETIREMENT PLANNERS LLC

Per Form ADV

Publication of periodicals/newsletters

Market timing services

Charitable organization or education services

Client types served by the firm

Per Form ADV

Nonprofits & Foundations

View all advisors at STONEHENGE RETIREMENT PLANNERS LLC →

Introduction

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Frequently Asked Questions

What services does Mark Goldfinger offer?

Mark Goldfinger is a registered financial advisor in LAGUNA HILLS, California. Contact their office for details on services offered.

What are Mark Goldfinger's credentials?

Mark Goldfinger is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Mark Goldfinger located?

Mark Goldfinger is based in LAGUNA HILLS, California, working with STONEHENGE RETIREMENT PLANNERS LLC. Their office serves clients in the LAGUNA HILLS metropolitan area and surrounding communities.

How does Mark Goldfinger charge for services?

Mark Goldfinger's firm is compensated through other: a percentage of assets under advisement. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is STONEHENGE RETIREMENT PLANNERS LLC?

STONEHENGE RETIREMENT PLANNERS LLC has approximately 1 employees. The firm is registered with the SEC as an investment adviser.

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