Lbg Advisor
Lbg Advisor (CRD# 164065) is a financial advisory firm headquartered in Fresno, CA. They manage $8,065,234 in 46 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
By the Numbers
-
Total Assets Under Management8MILLION
-
Total Number of Accounts46ACCOUNTS
-
Average Account Value$175,331
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
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
CA
Financial Advisors at Lbg Advisor
1
Johnnie Goodman (CRD# 2501970) is an Investment Advisor Representative working at Lbg Advisor in Fresno, CA and has over 23 years of experience in the finance industry.
2
Craig Sweeney (CRD# 5087564) is an Investment Advisor Representative working at Lbg Advisor in Fresno, CA and has over 17 years of experience in the finance industry.
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