linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Joni Eggleston

Goodman Financial Corp.

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Joni? Claim Your Profile

About Joni Eggleston

Joni Eggleston is an investment advisor representative at Goodman Financial Corp. Joni is licensed in Texas and has been working in the industry since August 2014. Joni has experience providing investment consulting, financial planning, and portfolio management services for individuals, businesses, and charitable organizations.

Firm Information

Joni Eggleston 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.

check

financial planning services

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

check

portfolio management for businesses

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

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

check

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.

check

percentage of assets

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

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Joni Eggleston’s Registration & Firm History

TX

05/11/2021 - Present

Goodman Financial Corp. (Houston TX)

Not sure if Joni Eggleston is right for you?

Licenses & Designations

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Joni Eggleston.
Not sure if Joni Eggleston is right for you?