Kolton Goodman, financial advisor Austin TX
90 score

Kolton Goodman

CRD Number: 6068561
Current Firm: Advice And Planning Services

Kolton Goodman (CRD# 6068561) is an Investment Advisor Representative working at Advice And Planning Services in Austin, TX and has over 4 years of experience in the finance industry.

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Company Name Location Dates Years
Tiaa Austin, TX Jan 2018 - Current < 1
Tiaa-cref Individual & Institutional Services, LLC Austin, TX Jan 2018 - Current < 1
Morgan Stanley Private Bank, National Association New York, NY Mar 2017 - Jan 2018 < 1
Morgan Stanley Austin, TX May 2013 - Jan 2018 4
Morgan Stanley Wilmington, DE May 2012 - Mar 2013 < 1
Conner Strong And Buckelew Marlton, NJ May 2011 - May 2012 1
Fulton Financial, The Bank Pitman, NJ Jun 2008 - May 2011 2
Rowan University Sewell, NJ Sep 2008 - Dec 2010 2
Unemployment Woodstown, NJ Jan 2008 - Jun 2008 < 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Nov 2013
Contact Info for Kolton B. Goodman
Phone Number: 212-490-9000
Firm Website: http://www.tiaa.org
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    21,673
    MILLIONS
  • Total Number of Accounts
    55,750
    ACCOUNTS
  • Average Account Value
    $388,745
Compensation Options
  • A percentage of assets under your management
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
90
Clean Record
This advisor has a clean track record with regulators.

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