Goldman Lancaster, Inc.

Goldman Lancaster, Inc. (CRD# 136134) is a financial advisory firm headquartered in Long Beach, CA. They manage $221,081,063 in 352 accounts and serve the financial needs of clients across 5 states (or territories).

By the Numbers
  • Total Assets Under Management
    221
    MILLION
  • Total Number of Accounts
    352
    ACCOUNTS
  • Average Account Value
    $628,071
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
  • Pension consulting services
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AZ, CA, NV, TX, WA

Financial Advisors at Goldman Lancaster, Inc.
Showing 1 - 3 of 3 top financial advisors.
1
Glenn R. Goldman
CRD#: 1541201
330 Golden Shore, Suite 260, Long Beach, CA 90802

Glenn Goldman (CRD# 1541201) is an Investment Advisor Representative working at Goldman Lancaster, Inc. in Long Beach, CA and has over 28 years of experience in the finance industry.

2
Bradley R. Lancaster
CRD#: 1678782
330 Golden Shore, Ste 260, Long Beach, CA 90802

Bradley Lancaster (CRD# 1678782) is an Investment Advisor Representative working at Goldman Lancaster, Inc. in Long Beach, CA and has over 24 years of experience in the finance industry. Bradley Lancaster 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.

3
Michael A. Martin
CRD#: 5261669
301 East Ocean Blvd., Suite 1150, Long Beach, CA 90802

Michael Martin (CRD# 5261669) is an Investment Advisor Representative working at Goldman Lancaster, Inc. in Long Beach, CA and has over 12 years of experience in the finance industry.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.