CRD Number: 4877997
Current Firm: Sunbelt Securities
Compensation Model: Both
The Goff Financial Group
Linscomb & Williams
Hill Investment Group
|cSquared Wealth (dba)||Houston, TX||Mar 2017 - Current||2|
|Sunbelt Securities Inc.||Houston, TX||Apr 2010 - Current||9|
|Ameriprise Financial / American Express Financial Advisors||Houston, TX||Nov 2004 - Apr 2010||5|
|Exam Code||Name||Passed Date|
|S7||General Securities Representative Examination (GS)||Dec 2004|
|S66||NASAA Uniform Combined State Law Examination||Feb 2005|
Total Assets Under Management420MILLIONS
Total Number of Accounts1,767ACCOUNTS
Average Account Value$237,535
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
AR, AZ, CA, CO, FL, GA, IA, IL, KY, LA, MD, MI, MO, MS, NC, NE, NJ, NM, NV, NY, OH, OK, OR, PA, SD, TN, TX, UT, VA, WA, WI, WV
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