Best Investors
Account
Sign in
Best Investors
Account
Sign in
2415 East Camelback Road Suite 700, Phoenix, AZ 85016 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2024-10-17 |
| AZ | RA | APPROVED | 2013-08-29 |
Branch Locations
2375 East Camelback Road Suite 600, Phoenix, AZ 85016 • United States
2415 East Camelback Road Suite 700, Phoenix, AZ 85016 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Dynamic Wealth Advisors Dba Palladian Wealth Management | Phoenix | AZ | 07/2013 | Present |
Mr. Goergen is an Independent Agent with Paid Direct for various Insurance and Annuity products and receives commissions in connection with these products if implemented by clients. Mr. Goergen spends approximately 1% of his time involved in this activity. This activity is investment related.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2005-12-08 |
| S63 | Uniform Securities Agent State Law Examination | 2003-04-17 |
Reach out to this advisor