Benjamin Goodman is a registered investment advisor at LPL Financial LLC, based in Everett, WA, with 30 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
Everett, WA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Benjamin is the successor trustee for the Ben M. & Shirley G. Goodman Estate Trust since 2003. He also operates under the DBA Financial Advocates since 2008.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Diversified Financial Advisors
First Investors CorporationBroker
State Registrations7 states
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