Unclaimed Profile

Wade Dyron Egmon

GOODMAN FINANCIAL CORPORATION·HOUSTON, Texas

Series 65Clean record18 years registeredGOODMAN FINANCIAL CORPORATION

5177 RICHMOND AVENUE, HOUSTON, TX 77056CRD# 5483311Firm CRD# 114637

Profile Verification

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

Identity

Wade Dyron Egmon · HOUSTON, TX

Registration

CRD #5483311 · GOODMAN FINANCIAL CORPORATION · 18 years registered

Brand Profile

Not yet started

Career History

GOODMAN FINANCIAL CORPORATION

Sep 2009 – present

STANFORD FAMILY OFFICE, LLC

Jun 2008 – Mar 2009

HOUSTON, TX

STANFORD GROUP COMPANY

Jun 2008 – Mar 2009

HOUSTON, TX

Registrations & Exams

FINRA examinations passed

Series 65

Registration record

First registered · June 11, 2008

Years registered · 18

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 Wade Dyron Egmon offer?

Wade Dyron Egmon specializes in Financial Planning, Investment Management, Retirement Planning, Wealth Management. Contact their office in HOUSTON, Texas for a consultation.

What are Wade Dyron Egmon's credentials?

Wade Dyron Egmon is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Wade Dyron Egmon located?

Wade Dyron Egmon is based in HOUSTON, Texas, working with GOODMAN FINANCIAL CORPORATION. Their office serves clients in the HOUSTON metropolitan area and surrounding communities.

How does Wade Dyron Egmon charge for services?

Wade Dyron Egmon'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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