Carl D. Goodin
Professional summary
Carl Dwayne Goodin, CFP®, who also goes by Carl Dewayne Goodin, is a registered financial advisor currently at FINANCIAL PLANNING ASSOCIATES, INC. located in Ellisville, Missouri.
Carl is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1985. Carl has worked at 5 firms and has passed the Series 63, Series 7, Series 6 and Series 24 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Carl Dwayne Goodin's CRS (Customer Relationship Summary).
Certified licenses
Start date: 1989
Experience
March 24, 2017 - Present
FINANCIAL PLANNING ASSOCIATES, INC.
Office #1: 300 Ozark Trail Drive, Ste 215, Ellisville, MO 63011November 17, 1999 - April 9, 2009
OSAIC WEALTH, INC.
March 19, 1999 - December 31, 2016
FINANCIAL PLANNING ASSOCIATES, INC.
March 23, 1992 - April 9, 2009
OSAIC WEALTH, INC.
June 14, 1990 - August 7, 1991
OSAIC WEALTH, INC.
March 13, 1985 - January 3, 1989
LINCOLN NATIONAL PENSION INSURANCE COMPANY
March 13, 1985 - June 29, 1990
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY
March 13, 1985 - June 29, 1990
OSAIC FA, INC.
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(3/24/2017)
(5/30/2017)
Exams
Current Firm
FINANCIAL PLANNING ASSOCIATES, INC.
CRD#: 117987 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 54 |
| AUM (Assets Under Management) | $ 24,581,728 |
Red Flags
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Company Information
FINANCIAL PLANNING ASSOCIATES, INC.
CRD#: 117987Ellisville, MO 63011TRUST BUT VERIFY
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