Laurie Goddard
Laurie Goddard is a registered investment advisor at Cetera Investment Advisers LLC, based in Plymouth, MA, with 38 years of industry experience. Laurie operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
34 Main Street Extension Ste 201, Plymouth, MA, 02360
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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
Laurie is a fixed insurance agent selling life, health, disability, annuities, and long-term care insurance, dedicating a few hours per week. She is also involved with the Sandwich Chamber of Commerce, the Cape Cod Council of Churches, owns real estate, and works as a financial professional for Prosperity Financial Planning, dedicating about a quarter of her time.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Advisors LLCBroker
Previous Registrations
Cetera Advisors LLC
Vestax Securities CorporationBroker
Sii Investments, INC.Broker
Mariner Financial Services, INC.Broker
Fidelity Equity Services CorporationBroker
Investment Management & Research, INCBroker
State Registrations7 states
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