Julian Herman Good

Current Employers

Employment History

• 10/2013 → Present
  Valmark Securities, Inc.
  Metairie, LA
• 10/2013 → Present
  Valmark Advisers, Inc.
  Akron, OH

Previous Registrations

• 2002-11-13 → 2013-10-09
  Msi Financial Services, Inc.
  Metairie, LA
  Metairie, LA
  Metairie, LA
  Metairie, LA

Other Businesses

1.Individual health insurance and Individual Medicare supplement insurance policies through Blue Cross Blue Shield of LA & Mutual of Omaha./// 2.Group short-term disability, long-term disability, life insurance, AD&D, dental & vision to small & mid-size firms. Use a variety of carriers - Guardian, Reliance Standard, Principal Financial, Blue Cross Blue Shield of LA; Approximately 5-10 hrs. per week./// 3.Specialty individual health insurance, disability insurance products sold through Petersen International (Lloyd's of London broker); only use when needed for specialty cases. Less than 1 hour per week, Monday-Friday during the day. 0 hours per week evenings and weekends./// 4. Touro Infirmary; Board Member; Member of the Touro Infimary's governing board.; 1401 Foucher St. New Orleans, LA 70115; Volunteer duties include finance committee, quality committee.; Start Date: 6/1/2022; 6-10 hours per month; not investment related; no compensation. /// 6.) Good Financial Group LLC; Metairie, LA; start date 11/2012; No longer engaged in the following activities Financial Planning and Consulting/Advisory; Hourly fee based servicing/consulting Life, Disability, Long Term Care insurance sales; fixed and variable annuity sales; fee-based wealth management, all of these activities are conducted as an employee of Trove Private Wealth, LLC; investment related; 40+ hours/month; compensation draw and bonus, effective date 2/12/2026, Good Financial Group LLC will remain as an operating entity for business and tax purposes./// 7.) Aurum Insurance Partners, LLC; 72 Taunton St., Plainville, MA 02762; Sales, marketing, life insurance policy management, design, underwriting, and advocacy through Valmark Financial Group; Partner, Sales, marketing, life insurance policy management, design, underwriting, and advocacy through Valmark Financial Group; YES Investment Related; Start Date 08/14/2025; Approximately 11-20 hrs. per month; compensated by PMC fees for policy management, life insurance commissions./// 8.) Trove Private Wealth LLC; 72 Taunton St. Plainville, MA 02762; Financial Planning; Fee based wealth management; Consulting/Advisory fees for planning related work; Life, Disability, Long-Term Care insurance sales; Fixed and Variable annuity sales; sales of securities products; Employee/Partner; Working with existing clients as a Lead Wealth and Insurance Adviser; Strategic planning; Mentoring younger advisers; and Client Development; NOT Investment Related, Start Date 08/01/2025; Approximately 40+ hrs. per month; W-2 employee; Compensation based on existing client and new client commission and fee revenue model. i will also be paid compensation on a 1099 basis, which is the contractual sale/purchase of my business, Good Financial Group LLC.///

Exams

• S63 Uniform Securities Agent State Law Examination
  1983-10-17

Designations

Other Names

• Julian Herman (Jr) Good
• Julian Herman Good