Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Linda? Claim Your ProfileLinda Goff is an investment professional with over 20 years of experience in the financial services industry. Linda currently works with LPL Financial LLC, a firm with a strong reputation in the industry and is headquartered in Fort Mill, South Carolina. Linda's expertise spans a wide range of financial services including portfolio management for individuals and businesses, financial planning, and pension consulting. With a focus on delivering personalized advice and solutions, Linda is dedicated to helping her clients achieve their financial goals.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Consulting and other non-discretionary advisory services
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.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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CA
07/16/2008 - Present
LPL Financial LLC (SANTA ROSA CA)
CA
12/08/2005 - 08/18/2006
1ST DISCOUNT BROKERAGE, INC. (KELSEYVILLE CA)
NY
08/01/2005 - 11/02/2005
MORGAN STANLEY DW INC. (PURCHASE NY)
CA
03/18/2004 - 01/03/2005
MUTUAL SECURITIES, INC. (CAMARILLO CA)
WI
02/24/2000 - 09/06/2002
INVESTMENT CENTERS OF AMERICA, INC. (APPLETON WI)
NY
12/23/1999 - 02/08/2000
LIBERTY SECURITIES CORPORATION (PURCHASE NY)
IA
Issued 08/10/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/30/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/18/2005
Series 31 - Futures Managed Funds Examination
BC
Issued 04/02/2002
Series 7 - General Securities Representative Examination
BC
Issued 02/02/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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