Allen Goody, financial advisor West Des Moines IA
90 score

Allen Goody

CRD Number: 5595118
Current Firm: Miles Capital, Inc.

Allen Goody (CRD# 5595118) is an Investment Advisor Representative working at Miles Capital, Inc. in West Des Moines, IA and has 1 year of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
Weston Global Equity Advisers, LLC West Des Moines, IA Mar 2016 - Current < 1
Miles Capital, Inc. (formerly Wb Capital Management) West Des Moines, IA May 2005 - Current 11

Allen Goody has no recent exams reported.
Contact Info for Allen W. Goody
Phone Number: [515] 244-5426
Registered State(s):
  • IA
By the Numbers
  • Total Assets Under Management
    4,577
    MILLIONS
  • Total Number of Accounts
    387
    ACCOUNTS
  • Average Account Value
    $11,825,811
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

IA, IL, MO, NE, NY, OK

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BADGES
90
Clean Record
This advisor has a clean track record with regulators.

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