Lawrence Goldberg, financial advisor Birmingham AL
96 score

Lawrence Goldberg

CRD Number: 1962396
Current Firm: Bridgeworth, LLC

Lawrence Goldberg (CRD# 1962396) is an Investment Advisor Representative working at Bridgeworth, LLC in Birmingham, AL and has over 27 years of experience in the finance industry. Lawrence Goldberg has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Lpl Financial LLC Birmingham, AL Aug 2012 - Current 4
Bridgeworth Financial, LLC Birmingham, AL Aug 2012 - Current 4
Bridgeworth Financial Birmingham, AL Nov 2008 - Aug 2012 3
Lincoln Financial Advisors Corporation Birmingham, AL May 1994 - Aug 2012 18
First Financial Group Birmingham, AL Sep 1988 - Nov 2008 20
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jul 1989
Contact Info for Lawrence A. Goldberg
Phone Number: (205) 208-8700
Registered State(s):
  • AL
  • TX
By the Numbers
  • Total Assets Under Management
    726
    MILLIONS
  • Total Number of Accounts
    3,366
    ACCOUNTS
  • Average Account Value
    $215,685
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
Types of Clients
Registered States

AL, CA, CO, FL, GA, IL, KY, LA, MD, MS, NC, SC, TN, TX, VA

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BADGES
96
Clean Record
This advisor has a clean track record with regulators.

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