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Chadwick Graham Goldberg

Investment adviser representative at LPL Financial LLC
15 yearsExperience
2 statesRegistered in
$819.1BFirm assets
51 yearsFirm in business

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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
  • Seminars and workshops

Experience

15 years in the industry.

  1. LPL Financial LLCJan 2026 to now
  2. Armey, Bushey and Associates Wealth ManagementJan 2026 to now
  3. UnemployedAug 2025 to Jan 2026
  4. MogulMay 2024 to Aug 2025
  5. ConsultingJan 2024 to Apr 2024
  6. UnemployedNov 2023 to Jan 2024
  7. Venice MusicJun 2022 to Nov 2023
  8. UnemployedJun 2021 to May 2022
  9. AmazonJun 2017 to Jun 2021
  10. Graphiq Inc.Nov 2011 to Jun 2017

Exams passed

  • Series 63 · Uniform Securities Agent State Law2010
  • Series 66 · Uniform Combined State Law2026

State registrations

Registered as an investment adviser representative in 2 states (CA, TX).

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
5686984
Firm CRD
6413
Advisor's SEC record (opens in a new tab)
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