Duane Goodell, financial advisor Keene NH

Duane Goodell

CRD Number: 2731182
Current Firm: Optimum Wealth LLC

Duane Goodell (CRD# 2731182) is an Investment Advisor Representative working at Optimum Wealth LLC in Keene, NH and has over 28 years of experience in the finance industry.

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Company Name Location Dates Years
Optimum Wealth LLC Keene, NH Jan 2017 - Current 7
Optimum Financial LLC Keene, NH Jan 2000 - Current 24
Triad Advisors, Inc. Swanzey, NH Jan 2000 - Jan 2017 17
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Apr 1996
Contact Info for Duane E. Goodell
Phone Number: 603-357-1084
Registered State(s):
  • NH
By the Numbers
  • Total Assets Under Management
    0
    MILLIONS
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

NH

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