Olivia Goodwill
Investment Adviser Representative at LPL Financial LLC
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Olivia Goodwill is an investment adviser representative with LPL Financial LLC in Bellevue, PA, where they have been registered since 2025. They have worked in the securities industry since 2022 and have been registered with 3 firms, including J.p. Morgan Securities LLC and Equitable Advisors, LLC. They have passed 4 industry qualification exams, including the Series 65 (investment adviser), Series 7 (general securities representative), and Series 63 (state securities agent). They are registered to provide investment advice in Pennsylvania.
Office
Advisors at this office: 2
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- Pennsylvania
- Broker:
6 states and territories
Delaware, Florida, New Jersey, Pennsylvania, South Carolina, Texas
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Equitable Advisors, LLCSep 2022 – Mar 2023Pittsburgh, PA
- Pennhills CLUBApr 2022 – Aug 2022Bradford, PA
- Anytime FitnessSep 2021 – Mar 2022Bradford, PA
- McCourt LabelJun 2021 – Sep 2021Lewis Run, PA
- International WaxesJun 2017 – Aug 2017Smethport, PA
- Jpmorgan Chase BANK, N.A.Apr 2023 – Dec 2024Pittsburgh, PA
- J.p. Morgan Securities LLCApr 2023 – Dec 2024Pittsburgh, PA
- Edinboro UniversityJan 2018 – May 2021Edinboro, PA
- Smethport Area Junior-Senior High SchoolAug 2012 – Jun 2017Smethport, PA
- University of Pittsburgh at BradfordAug 2017 – Dec 2017Bradford, PA
- UPSNov 2019 – Dec 2019Kane, PA
- Heartland Pets IncOct 2019 – Mar 2020Erie, PA
- Edinboro UniversityJun 2019 – Jul 2019Edinboro, PA
- Darden Restaurants, Inc.Feb 2018 – May 2018Erie, PA
- Tequila CowboyOct 2024 – May 2025Pittsburgh, PA
- Northwest BANKDec 2024 – Sep 2026Pittsburgh, PA
- LPL Financial LLCJan 2025 – Sep 2026Pittsburgh, PA
- UnemployedDec 2017 – Feb 2018Bradford, PA
- Morgan StanleySep 2026 – no end date reportedPittsburgh, PA
Official records & sources
Data as of August 10, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About LPL Financial LLC
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Hourly
- Fixed fee
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Client types the firm serves
Firm assets under management
$25B+
- Firm disclosures (Form ADV)
- Disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 24,114
- Offices listed on AdvisorFinder:
- 25
- Main office:
- Fort Mill, SC
- SEC file number:
- 801-10970
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of September 21, 2026
View full firm profileOther advisors at LPL Financial LLC
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Olivia Goodwill 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.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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