Joan GoodmanCRD Number: 1310135
Current Firm: Westminster Financial Advisory Corp
Joan Goodman (CRD# 1310135) is an Investment Advisor Representative working at Westminster Financial Advisory Corp in Dayton, OH and has over 26 years of experience in the finance industry.
Sound Financial Investment Management, LLC
Raymond James & Associates, Inc.
Greenrock Advisory LLC
|Westminster Finanical||Dayton, OH||Jun 2006 - Current||11|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Aug 1991|
Total Assets Under Management294MILLIONS
Total Number of Accounts538ACCOUNTS
Average Account Value$547,182
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
AR, AZ, CA, CO, CT, DC, DE, FL, GA, IA, ID, IL, IN, KY, LA, MA, MD, ME, MI, MN, MO, NC, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV
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