Peter Goodman (CRD# 1826165) is an Investment Advisor Representative working at Sfi Advisors, LLC in Montclair, NJ and has over 35 years of experience in the finance industry.
CRD# 5366446
Legacy Care Wealth, LLC
CRD# 1420183
Financial Life Focus, LLC
CRD# 5146297
Origin Investment Advisory LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Phillip E Goodman, Inc. | Franklin Lakes, NJ | May 2017 - Current | 6 |
| Private Client Services | Louisville, KY | May 2017 - Current | 6 |
| Sfi Advisors, LLC | Montclair, NJ | May 2017 - Current | 6 |
| Sfi Advisors, LLC | Montclair, NJ | May 2001 - Current | 22 |
| Kestra Advisory Services, LLC | Austin, TX | Apr 2016 - May 2017 | 1 |
| Kestra Advisory Services, LLC | Austin, TX | Apr 2016 - May 2017 | 1 |
| Manufactures Life Ins Co | Springfield, NJ | Nov 1987 - May 2017 | 29 |
| Partners Securities, Inc. | Austin, TX | Dec 1997 - Apr 2016 | 18 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jun 1988 |
- NJ
-
Total Assets Under Management239MILLIONS
-
Total Number of Accounts297ACCOUNTS
-
Average Account Value$804,714
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Other
FL, GA, IL, LA, NH, NJ, NY, TX
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