Glenn
Goldman
Goldman Lancaster, Inc
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About this Advisor
Glenn Goldman is a financial advisor operating out of Long Beach, California who has 1 year of industry experience. Goldman works at Goldman Lancaster, Inc. Their career trajectory has included roles at Lpl Financial LLC (F/K/A Linsco/Private Ledger Corp.) and Goldman Lancaster, Inc. Goldman holds Series 63 and Series 66 licenses, which qualify them as a securities representative, and is registered to serve investors in California. Goldman Lancaster, Inc is a financial advisory company operating out of Long Beach, CA. It has $251 million in assets under management between its 385 customer accounts, making it one of the mid-sized firms in the United States by assets under management. Of its 385 customer accounts, 17% are associated with high-net-worth clients who have at least $1 million in assets available to invest. The company provides a few services, including financial planning services, portfolio management for individuals and small businesses and pension consulting services. A financial advisor's fee schedules largely depend on which services are provided. However, fees charged by Goldman Lancaster, Inc likely include asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Goldman Lancaster, Inc Brokerage Details
$250,558,098
5
385
$650,800
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
Glenn Goldman Work History
Glenn has been registered as a financial advisor for 1 years.*
Lpl Financial LLC (F/K/A Linsco/Private Ledger Corp.)
Goldman Lancaster, Inc
*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 Glenn Goldman 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
Long Beach, CA
Long Beach, CA
Long Beach, CA
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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