Joel Goldberg is a CFP-designated registered investment advisor, based in Bethesda, MD, with 37 years of industry experience.
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 Registrations10 states
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