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ChFC
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ChFC

Peter Goudeau

LPL Financial LLC
24 Years of Experience
Houston, TX
BrokerSells Insurance
View SEC Summary
View SEC Summary

Peter Goudeau is a ChFC-designated registered investment advisor at LPL Financial LLC, based in Houston, TX, with 24 years of industry experience. Peter is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 1,986,990 clients with $820B in assets under management.

LPL Financial LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
28221 advisors
Number of Clients
1,986,990 clients
Average Client Portfolio
$412K average
Assets Under Management
$819.1B

Fee Structure

Minimum Investment:$1K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.50%

The maximum account fee is 2.50% and is negotiable between the client and the advisor. Fees are based on total assets in the account and payable quarterly in advance.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

757 N Eldridge Pkwy Ste 675, Houston, TX, 77079

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History

Regulatory History
Clean regulatory record

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.

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Other Business ActivitiesSells Insurance

Peter owns rental real estate, is an independent insurance broker, and owns an Ameriprise franchise called Vision Crux. He also has ownership stakes in Diversified FCF, LLC, Blacksmith X, LLC, and Ames Fixit, LP, with varying levels of involvement.

Employment History
Current Registrations
LPL Financial LLC
October 2025 - Present · 1 yr
LPL Financial LLCBroker
October 2025 - Present · 1 yr
Previous Registrations
Ameriprise Financial Services, LLC
July 2020 - October 2025 · 5 yrs 3 mos
Ameriprise Financial Services, LLCBroker
July 2020 - October 2025 · 5 yrs 3 mos
Eagle Strategies LLC
October 2006 - July 2020 · 13 yrs 9 mos
Nylife Securities LLCBroker
August 2002 - July 2020 · 17 yrs 11 mos
State Registrations35 states
AKALARAZCACOCTDCDEFLGAIAKYLAMAMDMNMOMSNCNENJNYOHOKORPASCTXUTVAWAWIWVWY
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.
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