FG
FG

Fred Andrew Goodman

29 Years of Experience
1 DisclosureBroker
Areas of Practice
Investment ManagementRetirement PlanningEducation PlanningEstate PlanningFinancial Planning & CoachingTax Planning
Compensation
Commission-BasedFee-Only (AUM)Fixed/Hourly
Firm Size
26657 advisors
Number of Clients
1,676,192 clients
Average Client Portfolio
$369K average
Assets Under Management
$618.9B

Fee Structure

Minimum Investment:$1K
Loading...

Location

2661 E Coconino Dr, Chandler, AZ, 85249

Get directions

History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Regulatory
January 1992
Final
Other Business Activities

Fred operates his LPL business under the DBA Verus Capital Partners, LLC. He also works as a CPA providing tax preparation and accounting services, and provides investment advisory services through Verus Capital Partners, LLC, spending nearly full-time on this activity.

Employment History
Current Registrations
LPL Financial LLCBroker
October 2020 - Present · 5 yrs 4 mos
Verus Capital Partners, LLC
January 2015 - Present · 11 yrs 1 mo
Previous Registrations
Verus Capital Partners, LLC
January 2014 - December 2014 · 11 mos
Securities America, INC.Broker
October 2013 - October 2020 · 7 yrs
LPL Financial LLCBroker
January 2009 - October 2013 · 4 yrs 9 mos
Genworth Financial Securities CorporationBroker
July 2004 - January 2009 · 4 yrs 6 mos
Money Concepts Capital CORPBroker
February 1996 - July 2004 · 8 yrs 5 mos
State Registrations3 states
AZCAWA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.
Fred Andrew Goodman - Financial Advisor | TrueAdvisor