George
Goodman

Lincoln Financial Securities Corporation

CRD#5555227
Investment Advisor
in Charlotte, NC
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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

Disclosures

No

Office Location

15720 Brixham Hill Avenue Suite 575
Charlotte, NC 28277

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Lincoln Financial Securities Corporation Brokerage Details

Total Assets Under Management

$2,820,598,874

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

938

NC Average: 46
Total Number of Accounts

14,485

NC Average: 1,775
Average Account Size

$194,726

NC Average: $759,012

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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

Disclosures

George Goodman has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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