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Charlotte Marie Jungen

Goodman Financial Corp.

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About Charlotte Marie Jungen

Charlotte Marie Jungen is an Investment Advisor Representative at Goodman Financial Corporation. Charlotte has been working in the financial industry since 2001 and has a Series 7 and Series 66 license. Charlotte specializes in providing financial planning and portfolio management for individuals and businesses.

Firm Information

Charlotte Jungen 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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Charlotte Jungen’s Registration & Firm History

TX

10/09/2013 - Present

Goodman Financial Corp. (HOUSTON TX)

TX

12/13/2001 - 09/03/2013

1ST GLOBAL CAPITAL CORP. (BEAUMONT TX)

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Licenses & Designations

BOTH

Issued 01/14/2002

Series 66 - Uniform Combined State Law Examination

BC

Issued 12/12/2001

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Charlotte Marie Jungen.
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