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Steven Robert Goodman

GOODMAN FINANCIAL CORPORATION·HOUSTON, Texas
Clean record28 years registeredGOODMAN FINANCIAL CORPORATION
5177 RICHMOND AVENUE, HOUSTON, TX 77056CRD# 1737282Firm CRD# 114637

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Steven Robert Goodman · HOUSTON, TX
Registration
CRD #1737282 · GOODMAN FINANCIAL CORPORATION · 28 years registered
Brand Profile
Not yet started
01

Career History

GOODMAN FINANCIAL CORPORATION
Mar 1998 – present
02

Registrations & Exams

Registration record
First registered · March 9, 1998
Years registered · 28
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
GOODMAN FINANCIAL CORPORATION
CRD 114637 · SEC 801-61260
AUM
$699M
Regulatory assets under management
Employees
24
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 →
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05

Frequently Asked Questions

What services does Steven Robert Goodman offer?
Steven Robert Goodman specializes in Financial Planning, Investment Management, Retirement Planning, Wealth Management. Contact their office in HOUSTON, Texas for a consultation.
What are Steven Robert Goodman's credentials?
Steven Robert Goodman is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Steven Robert Goodman located?
Steven Robert Goodman is based in HOUSTON, Texas, working with GOODMAN FINANCIAL CORPORATION. Their office serves clients in the HOUSTON metropolitan area and surrounding communities.
How does Steven Robert Goodman charge for services?
Steven Robert Goodman'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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Other Advisors at GOODMAN FINANCIAL CORPORATION

Charlotte Marie Jungen
HOUSTON, TX
Christopher Allan Matlock
HOUSTON, TX
Wade Dyron Egmon
HOUSTON, TX
Linda Jean Mccoy
HOUSTON, TX
CFP

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