Joel Goldberg
Joel Goldberg is a CFP-designated registered investment advisor at Cetera Investment Advisers LLC, based in Bethesda, MD, with 37 years of industry experience. Joel is also registered as a broker, so some compensation may come from commissions on products sold. Their firm serves 813,961 clients with $260B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
7910 Woodmont Ave., Ste 1070, Bethesda, MD, 20814
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Joel is involved in several business activities. He dedicates nearly full-time hours to tax preparation and accounting, minimal time to a family real estate partnership where he is occasionally consulted, and minimal time to collecting rent for another rental property. He also spends a few hours per week developing and assigning financial literacy programming for a nonprofit.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Avantax Advisory Services
Avantax Investment Services, INC.Broker
State Registrations9 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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