Michael Goody (CRD# 3086357) is an Investment Advisor Representative working at Sodium Advisors Inc. in Santa Clara, CA and has over 5 years of experience in the finance industry.
CRD# 1351279
Lpl Financial LLC
CRD# 6828753
Fidelity Personal And Workplace Advisors
CRD# 2183126
Lpl Financial LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Sodium Advisors Inc. | Palo Alto, CA | Dec 2018 - Current | 5 |
| Scharf Investments, LLC | Scotts Valley, CA | Aug 2014 - Mar 2019 | 4 |
| N/a | Scotts Valley, CA | Mar 2018 - Nov 2018 | < 1 |
| Dartford Management Group | New York, NY | Oct 2011 - Aug 2014 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Mar 2019 |
- CA
- NY
-
Total Assets Under Management47MILLIONS
-
Total Number of Accounts5ACCOUNTS
-
Average Account Value$9,350,127
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees
- Portfolio management for individuals and/or small businesses
CA, NY
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