Chad E Goodman

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

• 11/2010 → Present
  Lpl Financial Llc
  Bowling Green, KY

Previous Registrations

• 2006-11-16 → 2010-11-23
  Edward Jones
  St Louis, MO
  Bowling Green, KY
  Bowling Green, KY

Other Businesses

1. 11/05/2010 - Saint Joseph Midle School - NOT INV REL - Coach/Sports - 6% TIME SPENT - Basketball Coach 2. 12/15/2010 - Goodman Wealth Management - INV REL - AT REPORTED LOCATION - DBA for LPL Business (entity for LPL business) 3. 01/22/2016 - Chad E Goodman Accounting, LLC - INV REL - 1733 Campus Plaza Court, STE 11A - Tax Prep/Accounting/CPA - START 01/01/2016 - 80 HOURS PER MONTH, 40 DURING TRADING - President owner/Chad E Goodman Accounting LLC

Exams

• S66 Uniform Combined State Law Examination
  2006-10-25

Designations

• Certified Financial Planner