Charles GoodmanCRD Number: 1108687
Current Firm: Financial Partners, LLC
Charles Goodman (CRD# 1108687) is an Investment Advisor Representative working at Financial Partners, LLC in Santa Fe, NM and has over 33 years of experience in the finance industry.
Longview Asset Management, LLC
Santa Fe Advisors LLC
Raymond James Financial Services Advisors, Inc.
|Financial Partners LLC||Santa Fe, NM||Jun 2016 - Current||< 1|
|New Mexico Financial Partners, LLC||Santa Fe, NM||Nov 2013 - Current||3|
|Lpl Financial, LLC||Santa Fe, NM||Mar 2010 - Current||7|
|Santa Fe Investment Group Nka New Mexico Financial Partners, LLC||Santa Fe, NM||Mar 2010 - Nov 2013||3|
|Morgan Stanley Smith Barney||Santa Fe, NM||Jun 2009 - Mar 2010||< 1|
|Morgan Stanley & Company, Incorporated||Santa Fe, NM||Apr 2007 - Jun 2009||2|
|Morgan Stanley Dw Inc.||Santa Fe, NM||Nov 2006 - Apr 2007||< 1|
|Salomon Smith Barney Inc.||Santa Fe, NM||Aug 1991 - Nov 2006||15|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Oct 1983|
|S65||NASAA Investment Advisors Law Examination||Jan 1994|
Total Assets Under Management75MILLIONS
Total Number of Accounts433ACCOUNTS
Average Account Value$173,210
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
CA, CO, NM, TX
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