Charles Goldman
Charles Goldman is a registered investment advisor at LPL Financial LLC, based in Nashville, TN, with 34 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
LPL Financial, along with your advisor, charges an annual fee based on the value of your account. This fee covers asset management, administrative, and custodial services. The fee is negotiable, but the maximum is 2.50% per year, paid quarterly in advance. LPL may share a portion of this fee with your advisor.
Location
95 White Bridge Rd., Ste. 312, Nashville, TN, 37205
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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
Charles is the President and a full-line insurance agent at Goldman Wealth Management, Inc. He dedicates a significant amount of time to this role.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
LPL Financial LLC
Previous Registrations
Osaic Wealth, INC.Broker
Osaic Wealth, INC.
Fsc Securities CorporationBroker
Fsc Securities Corporation
Next Financial Group, INC.
Next Financial Group, INC.Broker
Mutual Service Corporation
Mutual Service CorporationBroker
Pim Financial Services, INC.Broker
Huntingdon Securities CorporationBroker
State Registrations14 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.