Unclaimed Profile

Linda Jean Mccoy

GOODMAN FINANCIAL CORPORATION·HOUSTON, Texas

SIE, Series 7, Series 24, Series 66CFPClean record10 years registeredGOODMAN FINANCIAL CORPORATION

5177 RICHMOND AVENUE, HOUSTON, TX 77056CRD# 6529293Firm CRD# 114637

Profile Verification

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

Identity

Linda Jean Mccoy · HOUSTON, TX

Registration

CRD #6529293 · GOODMAN FINANCIAL CORPORATION · 10 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: GOODMAN FINANCIAL CORPORATION

GOODMAN FINANCIAL CORPORATION

Feb 2021 – Aug 2025

Houston, TX

TD AMERITRADE INVESTMENT MANAGEMENT, LLC

Aug 2015 – Dec 2020

WOODLANDS, TX

TD AMERITRADE, INC.

Aug 2015 – Jan 2021

THE WOODLANDS, TX

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 24

Series 66

Registration record

First registered · August 19, 2015

Years registered · 10

Professional designation · CFP

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

GOODMAN FINANCIAL CORPORATION

CRD 114637 · SEC 801-61260

AUM

$699M

Regulatory assets under management

Employees

781 client accounts

Services offered by GOODMAN FINANCIAL CORPORATION

Per Form ADV

Financial planning

Portfolio management (individuals)

Pension consulting

Selection of other advisers

Other

Client types served by the firm

Per Form ADV

Individuals

Pension & Retirement Plans

High Net Worth Individuals

View all advisors at GOODMAN FINANCIAL CORPORATION →

Introduction

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Frequently Asked Questions

What services does Linda Jean Mccoy offer?

Linda Jean Mccoy specializes in Financial Planning, Investment Management, Retirement Planning, Wealth Management.

What are Linda Jean Mccoy's credentials?

Linda Jean Mccoy holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Linda Jean Mccoy located?

Linda Jean Mccoy is based in HOUSTON, Texas, last registered with GOODMAN FINANCIAL CORPORATION.

How does Linda Jean Mccoy charge for services?

Linda Jean Mccoy's firm is compensated through percentage of aum, hourly charges. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is GOODMAN FINANCIAL CORPORATION?

GOODMAN FINANCIAL CORPORATION has approximately 24 employees and manages $699M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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