Unclaimed
Marie Goforth albarian is a financial advisor with over 35 years of experience in the industry. Marie is registered with Centaurus Financial, Inc., and is currently licensed in Arizona, New Jersey, Texas, and Virginia. Marie has a wide range of experience in the financial services industry, including working with high-net-worth individuals, corporations, and individuals other than high-net-worth. Marie's experience and knowledge can be helpful in providing financial planning and investment advice to clients. Marie provides a variety of services to clients, including financial planning, portfolio management for individuals and businesses, and educational seminars. Marie also offers a variety of compensation arrangements, including fixed fees, hourly charges, and a percentage of assets.
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.
1
2
TX
06/11/2019 - Present
Centaurus Financial, Inc. (San Antonio TX)
TX
01/10/2017 - 05/20/2019
CAPITAL FINANCIAL SERVICES, INC. (San Antonio TX)
TX
09/08/2009 - 08/09/2016
LPL FINANCIAL LLC (SAN ANTONIO TX)
TX
01/02/1998 - 09/08/2009
MUTUAL SERVICE CORPORATION (SAN ANTONIO TX)
MD
03/07/1996 - 12/31/1997
THE ADVISORS GROUP, INC. (BETHESDA MD)
NJ
04/28/1983 - 02/07/1996
PRUCO SECURITIES CORPORATION (NEWARK NJ)
NA
02/09/1987 - 03/24/1987
LOWRY FINANCIAL SERVICES CORPORATION
BC
Issued 08/29/1983
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/18/1999
Series 7 - General Securities Representative Examination
BC
Issued 04/16/1983
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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