Welcome to LPL Financial
With headquarters in San Diego, South Carolina, and Boston, LPL Financial has the resources and depth to serve you and their growing client base of 16,000+ Independent Advisors. Your dedicated teams are available to answer questions about your Brokerage Accounts, Mutual Funds, and Insurance. Let us help you plan for the next step in your financial journey.
Contact us today.
(515) 446-8378 | email@example.com
(720) 432-5751 | firstname.lastname@example.org
Kerry Goodman, MBA, AIF
Kerry is a Texas native who earned both his MBA and BBA from Texas A&M University. He also earned the Accredited Investment Fiduciary (AIF) designation, a sign of his commitment to putting clients first, always. Kerry has been working with retail clients for the last 14 years after spending the first half of his career facilitating corporate and municipal lending solutions. He takes pride in finding strategies to improve the quality of life for his clients.
Kerry lives in Chapel Hill, NC with his wife Simone and their two young daughters. Outdoor enthusiasts, they enjoy skiing the Rockies, surfing, hiking and tennis.
James Mertens, MBA, CFA
Jim is a native of Iowa who earned his BBA from the University of Notre Dame and his MBA from the University of Chicago Booth School of Business. As a CFA Charterholder, he appreciates the rigorous technical training and high ethical standards of the CFA Institute. Jim first became a financial advisor in 2003 after working as an internal consultant to advisors for complex cases. In 2006 he joined LPL Financial, valuing their independence and objectivity.
Since moving from Wisconsin in 2009, Jim and his wife Hollis have settled down in Cary, NC with their three children. They enjoy escaping to the beach as time allows between various sports and activities.