Steven Masatada Goto
Investment adviser representative at LPL Financial LLC
12 yearsExperience
15 statesRegistered in
$819.1BFirm assets
51 yearsFirm in business
Are you Steven Masatada Goto? Claim your profile
Contact this firm
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
- Seminars and workshops
Experience
12 years in the industry.
- LPL Financial LLCJul 2021 to now
- Kjerulf Goto Wealth Management LLCMar 2021 to Jul 2021
- Steven GotoAug 2018 to Jul 2021
- Partnerships In Community LivingJun 2017 to Jul 2021
- Sgfa LLCJul 2016 to Jul 2021
- SmartMar 2013 to Nov 2016
- Rotary Club of Salem SunriseJul 2012 to Aug 2020
- Myreferal ClubApr 2010 to Nov 2016
- Various Insurance Carriers for W & R Insurance AgenciesAug 2009 to Jul 2021
- Waddell & Reed, IncJun 2009 to Jul 2021
Exams passed
- Series 66 · Uniform Combined State Law2009
State registrations
Registered as an investment adviser representative in 15 states (AK, CA, CO, FL, ID, LA, MN, MT, NJ, NM, OR, SD, TX, VA, WA).
LPL Financial LLC
$819.1BAssets managed
1,986,990Clients
22,674Advisers
51 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
- 5678765
- Firm CRD
- 6413