Michael Goodrich, financial advisor Santa Fe TX

Michael Goodrich

CRD Number: 7651593
Current Firm: Goodrich Financial Advisory LLC

Michael Goodrich (CRD# 7651593) is an Investment Advisor Representative working at Goodrich Financial Advisory LLC in Santa Fe, TX and has 1 year of experience in the finance industry.

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Company Name Location Dates Years
Goodrich Financial Advisory LLC Santa Fe, TX Sep 2022 - Current 1
United States Air Force Charleston Afb, SC Jun 2007 - Jun 2022 15
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Sep 2022
Contact Info for Michael A. Goodrich
Phone Number: 409-904-5211
Registered State(s):
  • TX
Current Firm Details
Goodrich Financial Advisory LLC
Firm's CRD Number: 323934
By the Numbers
  • Total Assets Under Management
    1
    MILLIONS
  • Total Number of Accounts
    4
    ACCOUNTS
  • Average Account Value
    $162,567
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

TX

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