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).

By the Numbers
  • Total Assets Under Management
    8
    MILLION
  • Total Number of Accounts
    46
    ACCOUNTS
  • 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
The map below shows states where this firm has explicit registration only.

CA

Financial Advisors at Lbg Advisor
Showing 1 - 2 of 2 top financial advisors.
1
Johnnie D. Goodman
CRD#: 2501970
8050 N Palm Ave, Ste 300, Fresno, CA 93711

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 D. Sweeney
CRD#: 5087564
8050 N Palm Ave, Ste 300, Fresno, CA 93711

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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