Marie Goforth, financial advisor San Antonio TX
41 score

Marie Goforth

CRD Number: 1114498
Current Firm: Capital Financial Services, Inc.

Marie Goforth (CRD# 1114498) is an Investment Advisor Representative working at Capital Financial Services, Inc. in San Antonio, TX and has over 34 years of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
Capital Financial Services, Inc. Minot, ND Jan 2017 - Current 1
Mg Financial Strategies, Inc. San Antonio, TX Jan 1997 - Current 21
Lpl Financial Corporation San Antonio, TX Sep 2009 - Jul 2016 6
Mutual Service Corporation San Antonio, TX Jan 1998 - Sep 2009 11
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Aug 1983
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Employer Dispute
  • Customer Dispute
  • Regulatory Event
Get Details on the FINRA Advisor Check site
Contact Info for Marie P. Goforth
Phone Number: 701-837-9600
Firm Website: https://www.capfin.com
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    174
    MILLIONS
  • Total Number of Accounts
    898
    ACCOUNTS
  • Average Account Value
    $193,557
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
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

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BADGES
41

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