Unclaimed
Mark Goodrum is a financial advisor at First Command Advisory Services in Fort Worth, Texas. Mark has over 10 years of experience in the financial services industry. Mark holds the Series 7 and Series 66 licenses. Mark also has a SIE certification. Mark specializes in financial planning and portfolio management. Mark offers services to individuals, high net worth individuals, corporations, and charitable organizations. Mark has been with First Command Advisory Services since December 2020.
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.
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
07/02/2021 - Present
First Command Advisory Services (FORT WORTH TX)
TX
06/08/2020 - 07/23/2020
USAA INVESTMENT SERVICES COMPANY (ADDISON TX)
TX
09/24/2019 - 06/08/2020
USAA FINANCIAL ADVISORS, INC. (ADDISON TX)
TX
10/12/2018 - 08/13/2019
MUTUAL OF OMAHA INVESTOR SERVICES, INC. (IRVING TX)
TX
03/25/2017 - 11/07/2017
MML INVESTORS SERVICES, LLC (DALLAS TX)
MA
06/02/2014 - 03/25/2017
MSI FINANCIAL SERVICES, INC. (SPRINGFIELD MA)
BOTH
Issued 06/13/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/07/2017
SIE - Securities Industry Essentials Examination
BC
Issued 06/01/2014
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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