Edward C. Goldstein

FINANCIAL LIFE PLANNING

Marlton, NJ 08053

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CRD#: 4388962

Professional summary

Edward Craig Goldstein, CFP®, who also goes by Ed Goldstein, is a registered financial advisor currently at FINANCIAL LIFE PLANNING, LLC located in Marlton, New Jersey.

Edward is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2001. Edward has worked at 9 firms and has passed the Series 66, Series 7 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Ed Goldstein

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

INVESTMENT ADVISOR REPRESENTATIVE WITH FINANCIAL LIFE PLANNING, LLC; MANAGED FEE BASED INVESTMENTS; FINANCIAL PLANNING CONSULTING.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Edward Craig Goldstein's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Start date: 2004

Experience

Current

June 27, 2008 - Present

FINANCIAL LIFE PLANNING, LLC

Office #1: 10,000 Lincoln Drive East Suite 201, Marlton, NJ 08053

RIA

CRD#: 147011

Marlton, NJ

Past

May 25, 2011 - February 4, 2013

P.J. ROBB VARIABLE, LLC

CRD#: 38339

MEMPHIS, TN

Past

September 8, 2009 - December 31, 2010

LPL FINANCIAL LLC

CRD#: 6413

MARLTON, NJ

Past

June 26, 2008 - September 8, 2009

MUTUAL SERVICE CORPORATION

CRD#: 4806

MARLTON, NJ

Past

January 31, 2007 - December 31, 2008

LIBERTY STATE WEALTH MANAGEMENT, INC.

RIA

CRD#: 135233

CHERRY HILL, NJ

Past

January 26, 2007 - June 24, 2008

ALTERNATIVE WEALTH STRATEGIES, INC.

CRD#: 130933

CHERRY HILL, NJ

Past

April 13, 2004 - February 2, 2007

OSAIC FA, INC.

RIA

CRD#: 3978

CHERRY HILL, NJ

Past

December 3, 2002 - April 5, 2006

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY

CRD#: 2580

FORT WAYNE, IN

Past

December 3, 2002 - February 2, 2007

OSAIC FA, INC.

CRD#: 3978

CHERRY HILL, NJ

Past

July 2, 2002 - January 3, 2003

EQUITABLE ADVISORS, LLC

RIA

CRD#: 6627

MARLTON, NJ

Past

May 2, 2001 - January 3, 2003

EQUITABLE ADVISORS, LLC

CRD#: 6627

NEW YORK, NY

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

New Jersey
(6/27/2008)

IAR

Pennsylvania
(10/6/2008)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 66

Date: 5/12/2001

Uniform Combined State Law Examination

General Industry/Product Exam

Series 7

Date: 5/1/2001

General Securities Representative Examination

Principal/Supervisory Exam

Series 24

Date: 12/31/2008

General Securities Principal Examination

Current Firm

FINANCIAL LIFE PLANNING, LLC

CRD#: 147011 / SEC#:

New Jersey

Registered Investment Advisory firm - (6/27/2008 Approved)

Pennsylvania

Registered Investment Advisory firm - (10/6/2008 Approved)

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Contact information

Main Address

10,000 Lincoln Drive East Suite 201, Marlton, NJ 08053

Mailing Address

Phone number

(856) 988-5480

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	104
AUM (Assets Under Management)	$ 18,116,077

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Advisor Monitoring

Firm Stability Insights

Edward C. Goldstein

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Edward Craig Goldstein's CRS (Customer Relationship Summary).

Certified licenses

Experience

P.J. ROBB VARIABLE, LLC

LPL FINANCIAL LLC

MUTUAL SERVICE CORPORATION

LIBERTY STATE WEALTH MANAGEMENT, INC.

ALTERNATIVE WEALTH STRATEGIES, INC.

OSAIC FA, INC.

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY

OSAIC FA, INC.

EQUITABLE ADVISORS, LLC

EQUITABLE ADVISORS, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 5/12/2001

Series 7

Date: 5/1/2001

Series 24

Date: 12/31/2008

Current Firm

FINANCIAL LIFE PLANNING, LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

FINANCIAL LIFE PLANNING, LLC

TRUST BUT VERIFY

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