Gregory Goodman (CRD# 1187619) is an Investment Advisor Representative working at Emro Asset Management, LLC in Peoria, AZ and has over 40 years of experience in the finance industry.
CRD# 2794155
Aegis Wealth Partners, LLC
CRD# 4607086
Origin Investment Advisory LLC
CRD# 4091287
Atlas Lifestyle Planning Group LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Emro Asset Management, LLC | Peoria, AZ | Apr 2011 - Current | 13 |
| Goodman & Goodman | New York, NY | Jan 1995 - Current | 29 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Apr 1984 |
| S65 | NASAA Investment Advisors Law Examination | Apr 2011 |
- AZ
- NY
-
Total Assets Under Management8MILLIONS
-
Total Number of Accounts8ACCOUNTS
-
Average Account Value$1,000,000
- A percentage of assets under your management
- Hourly charges
- Performance-based fees
- Financial planning services
- Portfolio management for individuals and/or small businesses
AZ, NY
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