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Benjamin Clark McCue

Goodman Financial Corp.

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About Benjamin Clark McCue

Benjamin Clark McCue is a financial advisor with Goodman Financial Corp. in Houston, Texas. Benjamin has been in the industry for 12 years. They are registered with the state of Texas and hold the Series 63, SIE, Series 86, Series 87, and Series 7 licenses. Benjamin is also a CFA charterholder. Goodman Financial Corp. is an investment advisory firm that offers a variety of services, including financial planning, investment consulting, and portfolio management. The firm's services are available to individuals, businesses, and charitable organizations.

Firm Information

Benjamin McCue is currently registered with Goodman Financial Corp.. Goodman Financial Corp. is a fee-only Registered Investment Advisor (RIA) headquartered in Houston, Texas. They manage approximately $697.8 million in assets for individual, high-net-worth, and charitable clients. The firm provides investment consulting, financial planning, and portfolio management services. They have 16 investment advisor representatives, with a focus on providing independent and objective advice.
Goodman Financial Corp.

5177 RICHMOND AVENUE

HOUSTON, TX 77056

$697.80M

Assets Under Management

Not reported

Total Clients

16

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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investment consulting services

Investment consulting services

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Benjamin McCue’s Registration & Firm History

TX

08/21/2020 - Present

Goodman Financial Corp. (Houston TX)

TX

04/06/2018 - 01/10/2020

MUFG SECURITIES AMERICAS INC. (Houston TX)

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Licenses & Designations

BC

Issued 04/06/2018

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/21/2018

Series 86 - Research Analyst Exam - Part I Analysis Module

BC

Issued 04/25/2018

Series 87 - Research Analyst Exam - Part II Regulations Module

BC

Issued 03/21/2018

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Benjamin Clark McCue.
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