Goodman Financial Corporation

Goodman Financial Corporation (CRD# 114637) is a financial advisory firm headquartered in Houston, TX. They manage $698,591,022 in 781 accounts and serve the financial needs of clients across 4 states (or territories).

Current Firm Details
5177 Richmond Avenue, Suite 700, Houston, TX 77056
https://www.linkedin.com/company/goodman-financial-corporation/
By the Numbers
  • Total Assets Under Management
    699
    MILLION
  • Total Number of Accounts
    781
    ACCOUNTS
  • Average Account Value
    $894,483
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 pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CO, FL, LA, TX

Financial Advisors at Goodman Financial Corporation
Showing 11 - 15 of 15 top financial advisors.
11
Joni Eggleston, financial advisor Houston TX
Joni Eggleston
CRD#: 7362983
5177 Richmond Ave, Suite 700, Houston, TX 77056

Joni Eggleston (CRD# 7362983) is an Investment Advisor Representative working at Goodman Financial Corporation in Houston, TX and has 1 year of experience in the finance industry.

12
Robert Haverly, financial advisor Houston TX
Robert J. Haverly
CRD#: 7544075
5177 Richmond Avenue, Suite 700, Houston, TX 77056

Robert Haverly (CRD# 7544075) is an Investment Advisor Representative working at Goodman Financial Corporation in Houston, TX and has 1 year of experience in the finance industry.

13
Mashal Lakhani, financial advisor Houston TX
Mashal T. Lakhani
CRD#: 7406194
5177 Richmond Avenue, Suite 700, Houston, TX 77056

Mashal Lakhani (CRD# 7406194) is an Investment Advisor Representative working at Goodman Financial Corporation in Houston, TX and has 1 year of experience in the finance industry.

14
Benjamin McCue, financial advisor Houston TX
Benjamin C. McCue
CRD#: 6918958
5177 Richmond Ave, Ste 700, Houston, TX 77056

Benjamin McCue (CRD# 6918958) is an Investment Advisor Representative working at Goodman Financial Corporation in Houston, TX and has over 6 years of experience in the finance industry.

15
Albert Wagner, financial advisor Houston TX
Albert P. Wagner
CRD#: 7686558
5177 Richmond Avenue, Suite 700, Houston, TX 77056

Albert Wagner (CRD# 7686558) is an Investment Advisor Representative working at Goodman Financial Corporation in Houston, TX and has 1 year of experience in the finance industry.

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Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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