Dallis Goodson (CRD# 6268045) is an Investment Advisor Representative working at Citizens Securities, Inc. in Johnston, RI and has over 9 years of experience in the finance industry. Dallis Goodson has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 4318531
Integrated Wealth Concepts LLC
CRD# 4030542
Ameriprise Financial Services, LLC
CRD# 6230536
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Company Name | Location | Dates | Years |
---|---|---|---|
Citizens Securities Inc. | Johnson, RI | Aug 2021 - Current | 2 |
Clarfeld Financial Advisors, LLC | Providence, RI | Jul 2020 - Current | 3 |
Citizens Bank | Providence, RI | Jul 2020 - Aug 2021 | 1 |
Citizens Securities, Inc. | Smithfield, RI | Dec 2019 - Jul 2020 | < 1 |
Citizens Securities Inc. | Smithfield, RI | Dec 2017 - Dec 2019 | 2 |
Citizens Bank | Smithfield, RI | Dec 2017 - Dec 2019 | 2 |
Citizens Bank | Smithfield, RI | Dec 2014 - Dec 2017 | 3 |
Citizens Securities, Inc. | Smithfield, RI | Dec 2014 - Dec 2017 | 3 |
Cco Invsetment Services | Cumberland, RI | Oct 2013 - Dec 2014 | 1 |
Citizens Bank | Cumberland, RI | Sep 2013 - Dec 2014 | 1 |
Exam Code | Name | Passed Date |
---|---|---|
S65 | NASAA Investment Advisors Law Examination | Mar 2015 |
S63 | Uniform Securities State Law Examination | Jul 2014 |
- CA
- CT
- FL
- NJ
- NY
- OH
- RI
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Total Assets Under Management7,314MILLIONS
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Total Number of Accounts47,222ACCOUNTS
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Average Account Value$154,888
- A percentage of assets under your management
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