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DG

Deborah A. Good

CLARE MARKET INVESTMENTS
DALLAS, TX 75204
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CRD#: 5776821
DG

Professional summary


Deborah Ann Good, CFP®, who also goes by Deborah A Good, Deborah Good, Deborah Ann Kopsky, is a registered financial advisor currently at CLARE MARKET INVESTMENTS, LLC located in Dallas, Texas.

Deborah is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2010. Deborah has worked at 2 firms .

top-8-questions

Question & Answer


Are you a "fiduciary"?
Yes

Aliases


Deborah A Good | Deborah Good | Deborah Ann Kopsky

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary) - RIA


Click below to view Deborah Ann Good's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®

Start date: 2010

Experience


Current

June 9, 2015 - Present

CLARE MARKET INVESTMENTS, LLC

Office #1: 2620 State Street, Dallas, TX 75204
RIA
CRD#: 217515
DALLAS, TX
Past

August 11, 2010 - December 17, 2010

CAPITAL IDEAS

RIA
CRD#: 114352
DALLAS, TX

Primary Firm SEC Registration


This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
CM
CLARE MARKET INVESTMENTS, LLC
CLARE MARKET INVESTMENTS, LLC

CRD#: 217515 / SEC#: 801-114649

RIA
Registered Investment Advisory firm - (2/4/2019 Approved)
Texas
Registered Investment Advisory firm - (2/11/2019 Terminated)

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
Texas
(6/9/2015)

Exams


Current Firm


CM
CLARE MARKET INVESTMENTS, LLC
CLARE MARKET INVESTMENTS, LLC

CRD#: 217515 / SEC#: 801-114649

RIA
Registered Investment Advisory firm - (2/4/2019 Approved)
Texas
Registered Investment Advisory firm - (2/11/2019 Terminated)
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Contact information


Main Address
2620 State Street, Dallas, TX 75204
Mailing Address
Phone number
(866) 659-1019
Established
Firm type
Fiscal year end
# of Employees
4

SEC notice filing (5 States and Territories)


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Documents


Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

CLARE MARKET DISCLOSURE BROCHURE AND SUPPLEMENTS (8/5/2025)

Regulatory assets under management


Total Number of Accounts601
AUM (Assets Under Management)$ 556,000,000

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


CLARE MARKET INVESTMENTS, LLC

CRD#: 217515Dallas, TX 75204

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