DG
CFP
DG
CFP

Deborah Nicole Goodman

18 Years of Experience
BrokerSells Insurance
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningFinancial Planning & CoachingHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
5 advisors
Number of Clients
438 clients
Average Client Portfolio
$846K average
Assets Under Management
$370.4M

Fee Structure

Minimum Investment:$1M
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Location

160 Gould St, Suite 102, Needham, MA, 02494

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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

Deborah is a registered representative for LPL business and provides financial planning and consulting services through Goodman Advisory Group, LLC, dedicating nearly full-time hours to it. She also engages in non-variable insurance activities and real estate rental, spending minimal time on each.

Employment History
Current Registrations
Goodman Advisory Group, LLC
January 2017 - Present · 9 yrs 1 mo
LPL Financial LLC
August 2007 - Present · 18 yrs 6 mos
LPL Financial LLCBroker
August 2007 - Present · 18 yrs 6 mos
Previous Registrations
LPL Financial LLC
October 2018 - December 2018 · 2 mos
LPL Financial LLC
October 2007 - April 2017 · 9 yrs 6 mos
State Registrations17 states
ALCACOFLIDMAMDMENCNHNJNYOHRITXUTVT
AdvisorBrokerBoth
Exams
No exam information available for this advisor.