Alexander
Goldberg
Mcilrath & Eck, LLC
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About this Advisor
Alexander Goldberg is a certified financial planner based out of Anaheim, California with 1 year of industry experience. Goldberg is an advisor for Mcilrath & Eck, LLC. Over the course of their career, they have held roles at Northwestern Mutual Life Insurance Company, Northwestern Mutual Investment Services, LLC, Northwestern Mutual Wealth Management Company and Mcilrath & Eck, LLC. Goldberg holds a Series 63 license, which qualifies them as a securities representative, and can operate in California. Mcilrath & Eck, LLC is a registered investment company headquartered in Arlington, WA. It has offices in two locations and a total of 17 people on staff. It controls $649 million in total assets between its 3,051 customer accounts, placing it among the bigger firms in the United States by assets under management. Of its 3,051 customer accounts, just 12% are held by high-net-worth individuals who have greater than $1 million in assets available to invest. Mcilrath & Eck, LLC has a number of services, such as financial planning services, portfolio management for individuals and small businesses, educational seminars and other services. Fees for financial advisory services usually depend on which service is provided. Fees billed by Mcilrath & Eck, LLC likely include some blend of asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Mcilrath & Eck, LLC Brokerage Details
$649,405,753
17
3,051
$212,850
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops
- Other
Alexander Goldberg Work History
Alexander has been registered as a financial advisor for 1 years.*
Mcilrath & Eck, LLC
Northwestern Mutual Wealth Management Company
Northwestern Mutual Investment Services, LLC
Northwestern Mutual Investment Services, LLC
Northwestern Mutual Life Insurance Company
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Alexander Goldberg to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Mcilrath & Eck, LLC
Arlington, WA
Arlington, WA
San Luis Obispo, CA
Anaheim, CA
Arlington, WA
Arlington, WA
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
