William N. Goodson
Professional summary
William Neil Goodson, CFP®, who also goes by Will Goodson, is a registered financial advisor currently at FINANCIAL SYNERGIES located in Houston, Texas.
William is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2012. William has worked at 2 firms and has passed the Series 66, SIE and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view William Neil Goodson's CRS (Customer Relationship Summary).
Certified licenses
Start date: 2013
Experience
January 21, 2015 - Present
FINANCIAL SYNERGIES
Office #1: 4400 Post Oak Pkwy Suite 200, Houston, TX 77027Office #2: 100 Independence Place Ste. 300, Tyler, TX 75703August 7, 2012 - January 6, 2015
FSC SECURITIES CORPORATION
June 26, 2012 - January 6, 2015
FSC SECURITIES CORPORATION
Primary Firm SEC Registration
FINANCIAL SYNERGIES
CRD#: 105643 / SEC#: 801-30106
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(1/21/2015)
Exams
Current Firm
FINANCIAL SYNERGIES
CRD#: 105643 / SEC#: 801-30106
Contact information
SEC notice filing (26 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 879 |
| AUM (Assets Under Management) | $ 1,566,368,236 |
Red Flags
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