Goodman Financial Corporation

Goodman Financial Corporation (CRD# 114637) is a financial advisory firm headquartered in Houston, TX. They manage $310,225,920 in 217 accounts and serve the financial needs of clients across 4 states (or territories).

By the Numbers
  • Total Assets Under Management
    310
    MILLION
  • Total Number of Accounts
    217
    ACCOUNTS
  • Average Account Value
    $1,429,613
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Other
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, CO, LA, TX

Financial Advisors at Goodman Financial Corporation
Showing 1 - 7 of 7 top financial advisors.
1
Wade D. Egmon
CRD#: 5483311
5177 Richmond Avenue, Suite 700, Houston, TX 77056
96
Wealthminder
score

Wade Egmon (CRD# 5483311) is an Investment Advisor Representative working at Goodman Financial Corporation in Houston, TX and has over 9 years of experience in the finance industry. Wade Egmon has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Charlotte M. Jungen
CRD#: 4452180
5177 Richmond Avenue, Suite 700, Houston, TX 77056
96
Wealthminder
score

Charlotte Jungen (CRD# 4452180) is an Investment Advisor Representative working at Goodman Financial Corporation in Houston, TX and has over 15 years of experience in the finance industry. Charlotte Jungen has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

3
Edward A. Roth
CRD#: 1852521
5177 Richmond Avenue, Suite 700, Houston, TX 77056
96
Wealthminder
score

Edward Roth (CRD# 1852521) is an Investment Advisor Representative working at Goodman Financial Corporation in Houston, TX and has over 20 years of experience in the finance industry. Edward Roth has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

4
Steven R. Goodman
CRD#: 1737282
5177 Richmond Avenue, Suite 700, Houston, TX 77056
90
Wealthminder
score

Steven Goodman (CRD# 1737282) is an Investment Advisor Representative working at Goodman Financial Corporation in Houston, TX and has 1 year of experience in the finance industry. Steven Goodman has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

5
Ian C. Machir
CRD#: 6113990
5177 Richmond Avenue, Suite 700, Houston, TX 77056
90
Wealthminder
score

Ian Machir (CRD# 6113990) is an Investment Advisor Representative working at Goodman Financial Corporation in Houston, TX and has over 5 years of experience in the finance industry.

6
Chelsea A. Benoit
CRD#: 6280126
5177 Richmond Avenue, Suite 700, Houston, TX 77056
88
Wealthminder
score

Chelsea Benoit (CRD# 6280126) is an Investment Advisor Representative working at Goodman Financial Corporation in Houston, TX and has over 3 years of experience in the finance industry.

7
Anna P. Ceker
CRD#: 6250732
5177 Richmond Avenue, Suite 700, Houston, TX 77056
88
Wealthminder
score

Anna Ceker (CRD# 6250732) is an Investment Advisor Representative working at Goodman Financial Corporation in Houston, TX and has over 2 years of experience in the finance industry.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
Disclosure
Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.