Unclaimed Profile

Deborah Nicole Goodman

GOODMAN ADVISORY GROUP, LLC·NEEDHAM, Massachusetts

SIE, Series 7, Series 24, Series 66CFPClean record18 years registeredGOODMAN ADVISORY GROUP, LLC

197 FIRST AVENUE, NEEDHAM, MA 02494CRD# 5331474Firm CRD# 285637

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Deborah Nicole Goodman · NEEDHAM, MA

Registration

CRD #5331474 · GOODMAN ADVISORY GROUP, LLC · 18 years registered

Brand Profile

Not yet started

Career History

GOODMAN ADVISORY GROUP, LLC

Jan 2017 – present

LPL FINANCIAL LLC

Aug 2007 – present

LPL FINANCIAL LLC

Oct 2018 – Dec 2018

FORT MILL, SC

LPL FINANCIAL LLC

Oct 2007 – Apr 2017

FORT MILL, SC

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 24

Series 66

Registration record

First registered · August 31, 2007

Years registered · 18

Professional designation · CFP

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

GOODMAN ADVISORY GROUP, LLC

CRD 285637 · SEC 801-108671

AUM

$297M

Regulatory assets under management

Employees

776 client accounts

Services offered by GOODMAN ADVISORY GROUP, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Security ratings or pricing services

Charitable organization or education services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at GOODMAN ADVISORY GROUP, LLC →

Introduction

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Frequently Asked Questions

What services does Deborah Nicole Goodman offer?

Deborah Nicole Goodman specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in NEEDHAM, Massachusetts for a consultation.

What are Deborah Nicole Goodman's credentials?

Deborah Nicole Goodman holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Deborah Nicole Goodman located?

Deborah Nicole Goodman is based in NEEDHAM, Massachusetts, working with GOODMAN ADVISORY GROUP, LLC. Their office serves clients in the NEEDHAM metropolitan area and surrounding communities.

How does Deborah Nicole Goodman charge for services?

Deborah Nicole Goodman's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is GOODMAN ADVISORY GROUP, LLC?

GOODMAN ADVISORY GROUP, LLC has approximately 8 employees and manages $297M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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