Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Goodrich is a financial advisor with over 25 years of experience in the financial services industry. David is currently a Registered Representative at Osaic Wealth, Inc., where he has been since January 2024. David specializes in providing financial planning and investment advice to individuals and families. David is committed to providing personalized service and helping clients achieve their financial goals. Prior to joining Osaic Wealth, Inc., David was a Registered Representative at Woodbury Financial Services, Inc. and Princor Financial Services Corporation. David holds Series 6, 62, 63, and 65 licenses, as well as the Securities Industry Essentials Examination (SIE). David is also a Registered Investment Advisor in the state of Texas.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
TX
01/19/2024 - Present
Osaic Wealth, Inc. (LUCAS TX)
TX
12/23/1999 - 01/19/2024
WOODBURY FINANCIAL SERVICES, INC. (LUCAS TX)
IA
10/03/1997 - 12/23/1999
PRINCOR FINANCIAL SERVICES CORPORATION (DES MOINES IA)
IA
Issued 03/02/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/03/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/27/2014
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 07/14/2014
Series 62 - Corporate Securities Limited Representative Examination
BC
Issued 10/02/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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