Michael Edberg
CRD Number: 4531892Current Firm: Millennium Investment And Retirement Advisors, LLC
Compensation Model: Fee Only
Michael Edberg (CRD# 4531892) is an Investment Advisor Representative working at Plotkin Financial Advisors, LLC in Chevy Chase, MD and has 20 years of experience in the finance industry. Free review of your 401k or 403b retirement plan (301)907-9790.
CRD# 4092356
David Wealth Management, LLC
CRD# 2247685
Equitable Advisors, LLC
CRD# 5969842
Reframe Wealth, LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Millennium Investment And Retirement Advisors, LLC | Charlotte, NC | Aug 2017 - Current | 6 |
Plotkin Financial Advisors, LLC | Chevy Chase, MD | Jul 2015 - Aug 2017 | 2 |
Independent Financial Group, LLC | Chevy Chase, MD | Jul 2015 - Aug 2017 | 2 |
J.m. Edberg Invesment Management LLC | Bethesda, MD | Jan 2013 - Jul 2015 | 2 |
- MD
-
Total Assets Under Management1,659MILLIONS
-
Total Number of Accounts703ACCOUNTS
-
Average Account Value$2,360,492
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Portfolio management for individuals and/or small businesses
- Pension consulting services
IL, MD, NC, NJ, NY
Securities offered through Independent Financial Group, LLC, member FINRA/SIPC Broker securities available to residents of Alaska, Arizona, California, Colorado, Connecticut, District of Columbia, Delaware, Florida, Georgia, Illnois, Indiana, Louisiana, Maryland, Massachusetts, New Jersey, New York, North Carolina, Ohio, Pennsylvania, South Carolina, Texas, Virginia, and West Virginia.
Advisory services offered through Plotkin Financial Advisors, LLC, a Registered Investment Advisor. Plotkin Financial Advisors, LLC and Independent Financial Group, LLC are not related entities.
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