Theodore Goodsell (CRD# 4315955) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Stockton, CA and has over 23 years of experience in the finance industry.
CRD# 5567930
Avantax Advisory Services
CRD# 4839551
Valic Financial Advisors, Inc.
CRD# 4282201
Edward Jones
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Charles Schwab & Company, Inc. | Stockton, CA | Dec 2016 - Current | 7 |
| Charles Schwab Bank | Stockton, CA | Dec 2016 - Current | 7 |
| Scottrade, Inc. | Stockton, CA | Aug 2003 - Dec 2016 | 13 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Apr 2001 |
| S65 | NASAA Investment Advisors Law Examination | Jan 2017 |
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, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- CA
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Total Assets Under Management0MILLIONS
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Total Number of Accounts0ACCOUNTS
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Average Account Value$0
- Fixed fees (other than subscription fees)
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