Peter Charles Goudeau

Employer firm

LPl Financial LLC CRD 6413

$819B regulatory AUM 209,600 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Educational seminars
• CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 05/2002 → 07/2020
  New York Life Ins Company
  Houston, TX
• 08/2002 → 07/2020
  Nylife Securities Inc.
  Houston, TX
• 10/2006 → 07/2020
  Eagle Strategies Corp
  Houston, TX
• 05/2007 → 07/2020
  Oak Bridge Financial, Llc
  Houston, TX
• 07/2020 → 10/2025
  Ameriprise Financial Services, Llc
  Houston, TX
• 10/2025 → Present
  Lpl Financial Llc
  Houston, TX

Previous Registrations

• 2020-07-01 → 2025-10-03
  Ameriprise Financial Services, Llc
  Houston, TX
  Houston, TX
• 2006-10-05 → 2020-07-07
  Eagle Strategies Llc
  Houston, TX
  Houston, TX

Other Businesses

1. 08/2025 - Vision Crux LLC - Business Entity For Tax/Investment Purposes Only - Investment Related - 10 Hour(s)/Month - 0.50 Hour(s) During Trading - Houston, TX 77079 - OBA Start Date: 10/27/2020 2. 08/2025 - Non-Variable Insurance - Investment Related - 02 Hour(s)/Month - 0.25 Hour(s) During Trading - Houston, TX 77079 - OBA Start Date: 05/12/2022 3. 08/2025 - Single Family Home - Real Estate Rental - Investment Related - 0 Hour(s)/Month - 0 Hour(s) During Trading - Houston, TX 77055 - OBA Start Date: 10/01/2019 4. 08/2025 - Ames Fixit, LP - Business Entity For Tax/Investment Purposes Only - Investment Related - 0 Hour(s)/Month - 0 Hour(s) During Trading - Houston, TX 77079 - OBA Start Date: 12/27/2024 5. 08/2025 - OAK BRIDGE FINANCIAL, LLC - DBA for LPL Business (entity for LPL business) - Investment Related - 6.5 Hour(s)/Month - 1.5 Hour(s) During Trading - At Reported business location(s) - OBA Start Date: 10/1/2025 6. 08/2025 - Diversified FCF, LLC - Business Entity For Tax/Investment Purposes Only - Investment Related - 0 Hour(s)/Month - 0 Hour(s) During Trading - Houston, TX 77079 - OBA Start Date: 04/25/2024 7. 08/2025 - Blacksmith X, LLC - Business Entity For Tax/Investment Purposes Only - Investment Related - 0 Hour(s)/Month - 0 Hour(s) During Trading - Houston, TX 77079 - OBA Start Date: 12/20/2024

Exams

• S66 Uniform Combined State Law Examination
  2006-09-29
• S63 Uniform Securities Agent State Law Examination
  2002-07-30

Designations

• Chartered Financial Consultant

Other Names

• Peter Goudeau
• Peter Charles Goudeau
• Peter Charles Goudeau