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Linda Jean McCoy

Goodman Financial Corp.

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About Linda Jean McCoy

Linda McCoy is a financial advisor with Goodman Financial Corp.. Linda McCoy is a CERTIFIED FINANCIAL PLANNER™ professional and holds FINRA Series 7, 66 and 24 licenses. Linda McCoy has been in the financial services industry since 2006. Her professional experience includes positions at TD Ameritrade and Investools. Linda McCoy currently holds a Series 66 registration in the state of Texas. Linda McCoy specializes in providing financial planning, portfolio management, and investment consulting services to individuals, businesses, and charitable organizations.

Firm Information

Linda McCoy 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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Linda McCoy’s Registration & Firm History

TX

02/22/2021 - Present

Goodman Financial Corp. (Houston TX)

TX

07/28/2015 - 01/11/2021

TD AMERITRADE, INC. (THE WOODLANDS TX)

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Licenses & Designations

BOTH

Issued 08/17/2015

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2015

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/28/2015

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Linda Jean McCoy.
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