Fred Goodman is a registered investment advisor at LPL Financial LLC, based in Chandler, AZ, with 30 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
2661 E Coconino Dr, Chandler, AZ, 85249
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Regulatory History (1)
Regulatory
January 1992Other Business Activities
Fred operates his LPL business under the DBA Verus Capital Partners, LLC. He also works as a CPA providing tax preparation and accounting services, and provides investment advisory services through Verus Capital Partners, LLC, spending nearly full-time on this activity.
Employment History
Current Registrations
LPL Financial LLCBroker
Verus Capital Partners, LLC
Previous Registrations
Verus Capital Partners, LLC
Securities America, INC.Broker
LPL Financial LLCBroker
Genworth Financial Securities CorporationBroker
Money Concepts Capital CORPBroker
State Registrations3 states
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.