Dillon Goodman (CRD# 7468576) is an Investment Advisor Representative working at Vital Investment Management LLC in Loveland, CO and has over 2 years of experience in the finance industry.
CRD# 6262403
Raymond James & Associates, Inc.
CRD# 2896350
Ubs Financial Services Inc.
CRD# 5790901
Wells Fargo Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Vital Investment Management | Loveland, CO | Nov 2021 - Current | 2 |
| Stephanie Packham Cpa LLC | Fort Collins, CO | Aug 2018 - Current | 5 |
| Deloitte And Touche LLC | Phoenix, AZ | Oct 2017 - Jul 2018 | < 1 |
| Stephanie Packham Cpa LLC | Fort Collins, CO | Jun 2017 - Sep 2017 | < 1 |
| Idaho State University | Pocatello, ID | Aug 2016 - Aug 2017 | 1 |
| Deloitte And Touche LLC | Phoenix, AZ | Jun 2016 - Aug 2016 | < 1 |
| Byu | Provo, UT | Aug 2013 - May 2016 | 2 |
| Freedom Ford | Thatcher, AZ | Jun 2014 - Aug 2014 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Mar 2022 |
- CO
-
Total Assets Under Management195MILLIONS
-
Total Number of Accounts744ACCOUNTS
-
Average Account Value$262,088
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- 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
- Educational seminars/workshops
AZ, CO, TX, WY
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