Alaric Goth, AWMA® (CRD# 6345733) is a Financial Planner and Investment Advisor Representative working at Mcadam LLC in Tysons Corner, VA and has over 8 years of experience in the finance industry.
Alaric has taken additional exams to become an Accredited Wealth Management Advisor (AWMA®). The AWMA® program is designed for advisors who want to better address the unique needs of high net worth clients. Individuals who hold the AWMA® designation have completed a course of study encompassing wealth strategies, equity-based compensation plans, tax reduction alternatives, and asset protection alternatives. Additionally, individuals must pass an end-of-course examination that tests their ability to synthesize complex concepts and apply theoretical concepts to real-life situations.
CRD# 2972218
Lpl Financial LLC
CRD# 4498867
Raymond James Financial Services Advisors, Inc.
CRD# 6180296
Oppenheimer & Company Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Mcadam LLC | Vienna, VA | Oct 2014 - Current | 9 |
| Purshe Kaplan Sterling Investments | Albany, NY | Oct 2014 - Current | 9 |
| Voya Financial Advisors, Inc. | Tysons Corner, VA | Aug 2014 - Oct 2014 | < 1 |
| Ing Financial Partners, Inc. | Tysons Corner, VA | May 2014 - Oct 2014 | < 1 |
| Mcadam Financial Group | Tysons Corner, VA | May 2014 - Oct 2014 | < 1 |
| Aegis App Development | Ellicott City, MD | Aug 2013 - May 2014 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Oct 2014 |
- TX
- VA
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Total Assets Under Management1,739MILLIONS
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Total Number of Accounts8,964ACCOUNTS
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Average Account Value$194,004
- A percentage of assets under your management
- 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
- Selection of other advisers (including private fund managers)
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