Charlotte JungenCRD Number: 4452180
Current Firm: Goodman Financial Corporation
Charlotte Jungen (CRD# 4452180) is an Investment Advisor Representative working at Goodman Financial Corporation in Houston, TX and has over 15 years of experience in the finance industry. Charlotte Jungen has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Linscomb & Williams
The Goff Financial Group
|Goodman Financial Corporation||Houston, TX||Mar 2015 - Current||2|
|Goodman Financial Corporation||Houston, TX||Oct 2013 - Mar 2015||1|
|1st Global Insurance Services, Inc.||Beaumont, TX||Dec 2004 - Aug 2013||8|
|1st Global Advisors, Inc.||Beaumont, TX||Jan 2004 - Aug 2013||9|
|Edgar, Kiker,& Cross, Pc||Beaumont, TX||Jan 2002 - Aug 2013||11|
|1st Global Capital Corp.||Beaumont, TX||Oct 2001 - Aug 2013||11|
|Ekc Financial Group, L.l.p.||Beaumont, TX||Jan 2004 - Dec 2008||4|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Jan 2002|
Total Assets Under Management310MILLIONS
Total Number of Accounts217ACCOUNTS
Average Account Value$1,429,613
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
CA, CO, LA, TX
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