Paul Goldbach, financial advisor Coral Springs FL

Paul Goldbach

CRD Number: 1327522
Current Firm: Lpl Financial LLC
Paul Goldbach (CRD# 1327522) is an Investment Advisor Representative working at Lpl Financial LLC in Plantation, FL and has over 22 years of experience in the finance industry.
CONTACT
Similar Advisors
Christopher Conness, financial advisor Coral Springs FL
Christopher G. Conness
CRD# 4778193
Global Wealth Management Investment Advisory, Inc.
Similar Advisors
Guy Abbanat, financial advisor Coral Springs FL
Guy J. Abbanat
CRD# 1235698
World Equity Group, Inc.
Similar Advisors
Alex Abbenante, financial advisor Coral Springs FL
Alex R. Abbenante
CRD# 6480437
Equitable Advisors, LLC
Company Name Location Dates Years
Lpl Financial, Llc (formerly: Linsco/private Ledger Corp.) Coral Springs, FL Sep 2000 - Current 23
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Apr 1995
Contact Info for Paul F. Goldbach
Phone Number: 704-733-3300
Registered State(s):
  • FL
  • NC
  • TX
By the Numbers
  • Total Assets Under Management
    368,019
    MILLIONS
  • Total Number of Accounts
    1,688,501
    ACCOUNTS
  • Average Account Value
    $217,956
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

Ready to hire a financial advisor? Get competitive proposals from Paul Goldbach and other advisors.
BADGES
Verified Page
Data verified by both the advisor and the public regulatory data.

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.