Steven Martin Goodman

Current Employers

Employment History

• 09/1995 → Present
  Lpl Financial, Llc (Formerly: Linsco/Private Ledger Corp.)
  Needham, MA
• 09/1995 → 01/2017
  Steven M. Goodman, Cfp(Ria)
  Canton, MA
• 01/2017 → Present
  Goodman Advisory Group, Llc
  Needham, MA

Other Businesses

1. 4/8/2009 - GOODMAN ADVISORY GROUP - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business). 2. 9/11/2014 - GOODMAN ADVISORY GROUP, LLC - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 07/01/2009 - 160 Hours Per Month/130 Hours During Securities Trading. 3. 2/9/2017 - Goodman Advisory Group, LLC - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - Started 01/01/2017 - 100 Hours Per Month/25 Hours During Securities Trading - I provide financial planning and consulting services through Goodman Advisory Group, LLC an independent investment advisor firm. I started this business activity in January 2017. I expect to spend approximately 100 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The advisory firm is separate from and independent of LPL Financial.

Exams

• S65 Uniform Investment Adviser Law Examination
  1996-03-26
• S63 Uniform Securities Agent State Law Examination
  1988-05-04

Designations

Other Names

• Steve Goodman