Marcia GoldbergCRD 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 18 years of experience in the finance industry.
Jst Investment Consulting
Fried Asset Management, Inc.
|Sagepoint Financial, Inc.||Los Angeles, CA||Jan 2009 - Current||9|
|Abp Ins. Agency||Los Angeles, CA||Dec 1994 - Current||23|
|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|
Total Assets Under Management4,385MILLIONS
Total Number of Accounts23,011ACCOUNTS
Average Account Value$190,540
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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