Bradley Reagan Lancaster
Investment adviser representative at Goldman Lancaster, Inc.
32 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$360.5MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
32 years in the industry.
- LPL Financial LLC (f/k/a Linsco/private Ledger Corp.)Jul 1997 to now
- Goldman Lancaster, Inc.Feb 1994 to now
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law1996
State registrations
Registered as an investment adviser representative in 1 state (CA).
Goldman Lancaster, Inc.
$360.5MAssets managed
392Clients
3Advisers
13 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 1678782
- Firm CRD
- 136134