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Johnnie Darren Goodman

LBG Advisor

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About Johnnie Darren Goodman

Johnnie Goodman is a registered investment advisor with lbg advisor in Fresno, CA. Johnnie Goodman has over 20 years of experience in the financial services industry, specializing in providing financial planning, retirement planning, and portfolio management for individuals. Johnnie Goodman has experience working with clients including individuals other than high net worth. Johnnie Goodman has passed the Series 6, 7, 26, 63, and 65 exams.

Firm Information

Johnnie Goodman is currently registered with LBG Advisor. LBG Advisor is an investment advisor registered with the SEC. They have one licensed agent and one investment advisor representative, managing approximately $10.43 million in assets for 48 individual clients. They offer financial planning and portfolio management services to individuals.

$10.43M

Assets Under Management

Not reported

Total Clients

2

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Johnnie Goodman’s Registration & Firm History

CA

02/04/2014 - Present

LBG Advisor (FRESNO CA)

CA

08/01/2003 - 07/14/2006

STERNE AGEE FINANCIAL SERVICES, INC. (FRESNO CA)

IN

11/04/2002 - 08/18/2003

JEFFERSON PILOT SECURITIES CORPORATION (FORT WAYNE IN)

AZ

03/10/1998 - 08/30/2002

SENTRA SECURITIES CORPORATION (PHOENIX AZ)

GA

01/27/1998 - 04/10/1998

WMA SECURITIES, INC. (DULUTH GA)

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Licenses & Designations

IA

Issued 03/29/2012

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 03/09/2012

Series 63 - Uniform Securities Agent State Law Examination

BOTH

Issued 07/08/2000

Series 66 - Uniform Combined State Law Examination

BC

Issued 05/19/1999

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 06/20/2000

Series 7 - General Securities Representative Examination

BC

Issued 01/23/1998

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Johnnie Darren Goodman.
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