Jeffrey Goodrich, financial advisor Woodland Hills CA

Jeffrey Goodrich

CRD Number: 1063162
Current Firm: Lpl Financial LLC

Jeffrey Goodrich (CRD# 1063162) is an Investment Advisor Representative working at Lpl Financial LLC in Woodland Hills, CA and has over 34 years of experience in the finance industry. Jeffrey Goodrich 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 Woodland Hills, CA Jun 2018 - Current 4
Bancwest Investment Services Encino, CA Sep 2015 - May 2018 2
Bank Of The West Encino, CA Sep 2015 - May 2018 2
Leumi Investment Services Inc. Beverly Hills, CA Aug 2013 - Sep 2015 2
Unionbanc Investment Services LLC Los Angeles, CA Oct 2006 - Aug 2013 6
Union Bank Of California, N.a. Los Angeles, CA Mar 2006 - Aug 2013 7
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Apr 1988
S65 NASAA Investment Advisors Law Examination Dec 1993
Contact Info for Jeffrey C. Goodrich
Phone Number: 704-733-3300
Firm Website: https://twitter.com/lpl
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    404,176
    MILLIONS
  • Total Number of Accounts
    1,517,995
    ACCOUNTS
  • Average Account Value
    $266,257
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
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)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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