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Glenn Robert Goldman

Investment Adviser Representative at GOLDMAN LANCASTER, INC.

Long Beach, CACRD #1541201Dual-registered
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
40 yrs
States Registered
31 states
Exams Passed
9

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

Glenn Robert Goldman has worked in the securities industry since 1986. They are registered to provide investment advisory services in 31 U.S. states.

Registrations & licenses

Registration type
Dual-registered
Registered in 31 states
AlabamaArizonaCaliforniaColoradoConnecticutFloridaGeorgiaIdahoIllinoisLouisianaMaineMassachusettsMichiganMinnesotaMissouriMontanaNevadaNew JerseyNew MexicoNew YorkNorth CarolinaNorth DakotaOhioOklahomaOregonSouth DakotaTennesseeTexasUtahVirginiaWashington
Examinations passed
Series 66
Uniform Combined State Law Examination
Passed 9/16/2010
Series 63
Uniform Securities Agent State Law Examination
Passed 10/26/1992
SIE
Securities Industry Essentials Examination
Passed 10/1/2018
Series 7
General Securities Representative Examination
Passed 10/8/1998
Series 2
Non-Member General Securities Examination
Passed 6/8/1994
Series 6
Investment Company Products/Variable Contracts Representative Examination
Passed 10/29/1986
Series 22
Direct Participation Programs Representative Examination
Passed 10/3/1986
Series 24
General Securities Principal Examination
Passed 1/13/1999
Series 26
Investment Company Products/Variable Contracts Principal Examination
Passed 9/8/1997

Approximate fees

Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Primary fee model
Assets Under Management (AUM)
Blended rate
0.02
Source

Goldman Lancaster, Inc. Form ADV Part 2A (Item 5), most recent annual amendment.

Employment history

Registration history as reported to FINRA, most recent first.

GOLDMAN LANCASTER, INC.Current
2/10/2022Long Beach, CA
GOLDMAN LANCASTER, INC.
6/8/199412/31/2021Long Beach, CA
LPL FINANCIAL LLC
8/28/199712/4/2013Long Beach, CA

Official records & sources

Data as of May 30, 2026 · Source: SEC IAPD & FINRA BrokerCheck

Other advisors at GOLDMAN LANCASTER, INC.

2 other advisors in the directory

View GOLDMAN LANCASTER, INC. firm profile
About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Glenn Robert Goldman has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

Glenn Robert Goldman - Financial Advisor in Long Beach, CA | AdvisorFinder