Michael
Goddard

Independent Financial Partners

CRD#4739858
Investment Advisor
in Torrance, CA
Are you Michael Goddard? Claim this listing.

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Michael Goddard is a certified financial planner based in Torrance, California, with 11 years in the industry. Goddard is an employee of Independent Financial Partners. During their career, the advisor has held roles at Morgan Stanley & Co., Inc, Morgan Stanley Smith Barney, Lpl Financial LLC and Independent Financial Partners. Goddard holds a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is able to work in California and Texas. Independent Financial Partners is an advisory firm based out of Torrance, California. The investment advisory business has offices in 277 locations and a total of 606 people on staff. It controls $10 billion in assets between its 35,966 client accounts, placing it among the biggest firms in the nation by assets under management. The firm serves 68 charities and foundations. Of its 35,966 customer accounts, just 3% are associated with high-net-worth clients who have more than $1 million in assets available to invest. The company has a broad array of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers and educational seminars. Fees charged by financial advisors vary depending on which services the firm provides the client. However, fees charged by Independent Financial Partners most likely include some combination of asset-based, hourly, fixed and other fees.

Certifications and Registrations

Series 66, Certified Financial Planner

Years of Experience

11 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Others

Disclosures

Yes

Office Location

21151 S Western Ave Suite 163
Torrance, CA 90501

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.

Independent Financial Partners Brokerage Details

Total Assets Under Management

$5,383,570,734

CA Average: $1,855,561,029
Total Number of Employees

432

CA Average: 62
Total Number of Accounts

30,286

CA Average: 2,474
Average Account Size

$177,758

CA Average: $750,025

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

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

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops

Michael Goddard Work History

Michael has 11 years of experience.

2013 - Present (6 years)

Lpl Financial LLC

2013 - Present (6 years)

Independent Financial Partners

2009 - 2013 (4 years)

Morgan Stanley Smith Barney

2007 - 2013 (6 years)

Morgan Stanley & Co., Inc

Disclosures

Michael Goddard has disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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

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