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Barnet Goverman

GOVERMAN FINANCIAL SOLUTIONS, LLC·DEDHAM, Massachusetts
Series 7, Series 63Clean record32 years registeredGOVERMAN FINANCIAL SOLUTIONS, LLC
990 WASHINGTON STREET, DEDHAM, MA 02026CRD# 1939080Firm CRD# 130397

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Barnet Goverman · DEDHAM, MA
Registration
CRD #1939080 · GOVERMAN FINANCIAL SOLUTIONS, LLC · 32 years registered
Brand Profile
Not yet started
01

Career History

FINANCIAL SOLUTIONS ASSOCIATES
Apr 1994 – present
02

Registrations & Exams

FINRA examinations passed
Series 7
Series 63
Registration record
First registered · April 14, 1994
Years registered · 32
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
GOVERMAN FINANCIAL SOLUTIONS, LLC
CRD 130397 · SEC 801-121840
AUM
$132M
Regulatory assets under management
Employees
2
542 client accounts
Services offered by GOVERMAN FINANCIAL SOLUTIONS, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at GOVERMAN FINANCIAL SOLUTIONS, LLC →
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05

Frequently Asked Questions

What services does Barnet Goverman offer?
Barnet Goverman specializes in Financial Planning, Investment Management. Contact their office in DEDHAM, Massachusetts for a consultation.
What are Barnet Goverman's credentials?
Barnet Goverman is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Barnet Goverman located?
Barnet Goverman is based in DEDHAM, Massachusetts, working with GOVERMAN FINANCIAL SOLUTIONS, LLC. Their office serves clients in the DEDHAM metropolitan area and surrounding communities.
How does Barnet Goverman charge for services?
Barnet Goverman's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is GOVERMAN FINANCIAL SOLUTIONS, LLC?
GOVERMAN FINANCIAL SOLUTIONS, LLC has approximately 2 employees and manages $132M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at GOVERMAN FINANCIAL SOLUTIONS, LLC

Brett Charles Goverman
DEDHAM, MA

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