Glenn Goldman
Glenn Goldman is a registered investment advisor at Goldman Lancaster, INC., based in Long Beach, CA, with 39 years of industry experience. Glenn operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Corporate Executives, Estate Planning, Financial Planning & Coaching, and 2 more. Their firm serves 395 clients with $320M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Goldman Lancaster manages investment portfolios for clients, charging a percentage-based fee on the value of the assets. The exact fee is negotiable, but the maximum annual fee is 2.5%. Fees are deducted from your account quarterly.
Location
301 East Ocean Blvd., Suite 1150, Long Beach, CA, 90802
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Glenn is involved with non-variable insurance since 2004 and operates under the DBA Goldman Lancaster, Inc. Since 1994, Glenn has been an Investment Advisor Representative (IAR) with Goldman Lancaster, Inc., dedicating approximately 112 hours per month to providing investment advisory services.
Employment History
Current Registrations
Goldman Lancaster, INC.
LPL Financial LLCBroker
Previous Registrations
LPL Financial LLC
Goldman Lancaster, INC.
W. S. Griffith & CO., INC.Broker
Sun Investment Services CompanyBroker
Phoenix Equity Planning CorporationBroker
Cigna Securities, INC.Broker
State Registrations31 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.