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Cameron Goodling

4 Years of Experience
York, PA
Broker

Cameron Goodling is a registered investment advisor at LPL Financial LLC, based in York, PA, with 4 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
27420 advisors
Number of Clients
1,676,192 clients
Average Client Portfolio
$369K average
Assets Under Management
$618.9B

Fee Structure

Minimum Investment:$1K
Investment management only (planning not offered)

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.

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Location

220 St Charles Way, Ste 100, York, PA, 17402

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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 Activities

Cameron operates Sides Wealth Advisory Group as a DBA for his LPL business, dedicating full-time hours to it. He also works for West York Area School District, taking about 35% of his time, and spends minimal time as a public notary.

Employment History
Current Registrations
LPL Financial LLCBroker
October 2023 - Present · 2 yrs 11 mos
LPL Financial LLC
October 2023 - Present · 2 yrs 11 mos
LPL Financial LLC
October 2023 - Present · 2 yrs 11 mos
Previous Registrations
RBC Capital Markets, LLC
May 2022 - October 2023 · 1 yr 5 mos
RBC Capital Markets, LLCBroker
January 2022 - October 2023 · 1 yr 9 mos
Pruco Securities, LLC.Broker
September 2021 - October 2021 · 1 mo
State Registrations41 states
ALAZCACOCTDCDEFLGAIAIDILKSKYLAMAMDMEMIMNMOMSNCNJNMNVNYOHOKORPARISCSDTNTXUTVAWAWIWV
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.