Chad Goodman is a CFP-designated registered investment advisor at LPL Financial LLC, based in Bowling Green, KY, with 19 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
1733 Campus Plaza Ct Ste 11A, Bowling Green, KY, 42101-7901
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Chad coaches basketball at Saint Joseph Middle School, dedicating minimal time. He also operates Goodman Wealth Management as a DBA for his LPL business and Chad E Goodman Accounting, LLC, where he works about half his time providing tax preparation and accounting services.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Edward Jones
Edward JonesBroker
State Registrations6 states
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