Marcia Goldberg, financial advisor Los Angeles CA
93 score

Marcia Goldberg

CRD Number: 3185696
Current Firm: Sagepoint Financial, Inc.

Marcia Goldberg (CRD# 3185696) is an Investment Advisor Representative working at Sagepoint Financial, Inc. in Los Angeles, CA and has over 17 years of experience in the finance industry.

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Company Name Location Dates Years
Sagepoint Financial, Inc. Los Angeles, CA Jan 2009 - Current 7
Abp Ins. Agency Los Angeles, CA Dec 1994 - Current 22
Aig Financial Advisors, Inc. Los Angeles, CA Oct 2008 - Jan 2009 < 1
American General Securities Incorporated Los Angeles, CA Jan 1999 - Oct 2008 9
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jun 1999
S65 NASAA Investment Advisors Law Examination Nov 2005
Contact Info for Marcia H. Goldberg
Phone Number: 1-800-552-3319 EXT 2606
Registered State(s):
  • CA
  • OR
By the Numbers
  • Total Assets Under Management
    4,385
    MILLIONS
  • Total Number of Accounts
    23,011
    ACCOUNTS
  • Average Account Value
    $190,540
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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