Lincoln Financial Securities Corporation

Investment Advisor
in Charlotte, NC
Are you George Goodman? Claim this listing.

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

George Goodman is a certified financial planner whose office is in Charlotte, North Carolina. Currently a registered advisor with Lincoln Financial Securities Corporation, they have gathered 10 years of work experience as a financial advisor. Goodman holds a Series 66 license, certifying them as both a securities agent and an investment advisor representative. Goodman is able to serve clients based out of North Carolina. During their career, Goodman has held roles at Edward Jones and Lincoln Financial Securities Corporation. Lincoln Financial Securities Corporation is based out of Charlotte, North Carolina, and operates out of 322 brick-and-mortar locations in the nation. Overall, Lincoln Financial Securities Corporation oversees $3 billion in assets across 13,186 client accounts and retains more than 1,017 people. The level of assets currently under the firm's management makes it one of the biggest investment advisory firms in the United States. The firm manages 2,740 accounts on a discretionary basis, in which the advisor has the authority to make all investment decisions. Currently 4% of the advisory firm's investors are high-net-worth individuals, meaning they have greater than $1 million in investable assets. Lincoln Financial Securities Corporation can offer financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers and other services. The firm's fees may include asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 66, Certified Financial Planner

Years of Experience

10 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Selection of other advisers, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions



Office Location

15720 Brixham Hill Avenue Suite 575
Charlotte, NC 28277

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.

Lincoln Financial Securities Corporation Brokerage Details

Total Assets Under Management


NC Average: $1,347,246,178
Total Number of Employees


NC Average: 46
Total Number of Accounts


NC Average: 1,775
Average Account Size


NC Average: $759,012

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
  • Selection of other advisers
  • Other

George Goodman Work History

George has 10 years of experience.

2009 - Present (10 years)

Lincoln Financial Securities Corporation

2008 - 2009 (1 year)

Edward Jones


George Goodman has no 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