Adam Goldman
Adam Goldman is a CFP-designated registered investment advisor at Planmember Securities Corporation, based in Houston, TX, with 10 years of industry experience. Their practice areas include Retirement Planning. Their firm serves 68,678 clients with $9B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.70% |
PlanMember Elite Program also charges a 0.20% administrative fee. Total fee for PlanMember Elite is 0.90%. The fee is for either the PlanMember Elite Program or the Scarborough Investment Advisory Accounts.
Fee Estimator
Location
550 Post Oak Blvd., Suite 350, Houston, TX, 77027
Get directionsHistory
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
Adam works as an associate advisor at LKJ Financial LLC, focusing on securities and insurance sales and services, dedicating full-time hours. He is also an insurance agent selling life, long-term care, medicare medigap, and annuity products, also dedicating full-time hours. Finally, Adam owns Goldman Strategic Wealth Management LLC, a tax and banking entity, spending minimal time on it.
Employment History
Current Registrations
Planmember Securities Corporation
Planmember Securities CorporationBroker
State Registrations14 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.