Bradley
Lancaster

Goldman Lancaster, Inc

CRD#1678782
Investment Advisor
in Long Beach, CA

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Bradley Lancaster is a financial advisor based in Long Beach, California, working with Goldman Lancaster, Inc. Bradley has previously held positions at Lpl Financial LLC (F/K/A Linsco/Private Ledger Corp.) and Goldman Lancaster, Inc. Bradley has passed the Series 63 regulatory exam and is registered to provide services in California. Currently, Bradley is part of Goldman Lancaster, Inc, which operates out of Long Beach, California. The firm has 5 employees and manages assets totaling $298.4 million. The firm serves high-net-worth clients and offers services including financial planning services, portfolio management for individuals and small businesses, and pension consulting services. The fee structure at Goldman Lancaster, Inc includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 63, CERTIFIED FINANCIAL PLANNER™

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

301 East Ocean Blvd. Suite 1150
Long Beach, CA 90802

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

Goldman Lancaster, Inc Brokerage Details

Total Assets Under Management

$298,438,973

CA Average: $7,578,581,321
Total Number of Employees

5

CA Average: 43
Total Number of Accounts

412

CA Average: 3,727
Average Account Size

$724,366

CA Average: $2,033,427

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services

Bradley Lancaster Work History

1997 - Present (27 years)

Lpl Financial LLC (F/K/A Linsco/Private Ledger Corp.)

1994 - Present (30 years)

Goldman Lancaster, Inc

Disclosures

Please visit the SEC profile of Bradley Lancaster 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 Goldman Lancaster, Inc

Michael Martin
Long Beach, CA
Glenn Goldman
Long Beach, CA
Bradley Lancaster
Long Beach, CA

The content in this profile was updated by SmartAsset on 6/19/2024. 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.

The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.

This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

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.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started