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Paul Edwin Palmer

Goodman Financial Corp.

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About Paul Edwin Palmer

Paul Edwin Palmer is a financial advisor with over 30 years of experience in the industry. Paul has a strong track record of providing comprehensive financial planning and investment management services to a diverse clientele, including high-net-worth individuals, families, and charitable organizations. Paul is a Certified Financial Planner™ and holds the Series 6, 7, and 22 licenses. Paul currently works with Goodman Financial Corp. which provides investment consulting services, financial planning, and portfolio management for both individuals and businesses.

Firm Information

Paul Palmer 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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Paul Palmer’s Registration & Firm History

TX

12/18/2023 - Present

Goodman Financial Corp. (Houston TX)

TX

08/08/1997 - 06/12/2006

INTERSECURITIES, INC. (HOUSTON TX)

AZ

06/16/1995 - 08/07/1997

ROYAL ALLIANCE ASSOCIATES, INC. (SCOTTSDALE AZ)

GA

02/28/1991 - 06/02/1995

ADVANTAGE CAPITAL CORPORATION (ATLANTA GA)

PA

11/08/1984 - 02/28/1991

CIGNA SECURITIES, INC. (RADNOR PA)

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Licenses & Designations

BC

Issued 10/24/1984

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 07/13/2005

Series 7 - General Securities Representative Examination

BC

Issued 10/29/1984

Series 22 - Direct Participation Programs Representative Examination

BC

Issued 10/22/1984

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Paul Edwin Palmer.
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