Unclaimed Profile

Lawrence Alan Goldberg

BRIDGEWORTH, LLC·BIRMINGHAM, Alabama

SIE, Series 6, Series 7, Series 63CFPClean record26 years registeredBRIDGEWORTH, LLC

3800 COLONNADE PARKWAY, BIRMINGHAM, AL 35243CRD# 1962396Firm CRD# 164100

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Lawrence Alan Goldberg · BIRMINGHAM, AL

Registration

CRD #1962396 · BRIDGEWORTH, LLC · 26 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: BRIDGEWORTH, LLC

BRIDGEWORTH, LLC

Aug 2012 – Jul 2019

BIRMINGHAM, AL

LINCOLN FINANCIAL ADVISORS CORPORATION

Apr 2000 – Aug 2012

BIRMINGHAM, AL

Registrations & Exams

FINRA examinations passed

SIE

Series 6

Series 7

Series 63

Registration record

First registered · April 25, 2000

Years registered · 26

Professional designation · CFP

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

BRIDGEWORTH, LLC

CRD 164100 · SEC 801-76956

AUM

—

Regulatory assets under management

Employees

Total firm employees

Services offered by BRIDGEWORTH, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Security ratings or pricing services

Other

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at BRIDGEWORTH, LLC →

Introduction

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Frequently Asked Questions

What services does Lawrence Alan Goldberg offer?

Lawrence Alan Goldberg specializes in Financial Planning, Investment Management.

What are Lawrence Alan Goldberg's credentials?

Lawrence Alan Goldberg holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Lawrence Alan Goldberg located?

Lawrence Alan Goldberg is based in BIRMINGHAM, Alabama, last registered with BRIDGEWORTH, LLC.

How does Lawrence Alan Goldberg charge for services?

Lawrence Alan Goldberg's firm is compensated through percentage of aum, hourly charges, subscription fees, other: third-party manager fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is BRIDGEWORTH, LLC?

BRIDGEWORTH, LLC is a registered investment adviser with the SEC. See their Form ADV for full details.

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