Peter Goudeau
Peter Goudeau is a ChFC-designated registered investment advisor at LPL Financial LLC, based in Houston, TX, with 23 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
757 N Eldridge Pkwy Ste 675, Houston, TX, 77079
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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
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
LPL Financial LLCBroker
Previous Registrations
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLCBroker
Eagle Strategies LLC
Nylife Securities LLCBroker
State Registrations33 states
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