Stanley Frank Goodin

Employer firm

Eagle Strategies LLC CRD 110826

$32.0B regulatory AUM 6,662 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• Selection of other advisers
• Periodicals / newsletters
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 10/1982 → Present
  New York Life Insurance Company
  Reno, NV
• 01/1983 → Present
  Nylife Securities Llc
  Reno, NV
• 10/1998 → 10/2019
  Goodin Insurance & Financial Services
  Reno, NV
• 10/1999 → Present
  Eagle Strategies Llc
  Reno, NV

Other Businesses

[Insurance Brokering; Appointed with outside carriers for the purpose of brokering non-registered insurance products;245 E. Liberty Street Suite 205 Reno, NV 89501; Start Date 11/2019; Role/Title: Insurance Broker; Investment Related; 3 hours per month; 3 hours per month during securities trading hours]

Exams

• S63 Uniform Securities Agent State Law Examination
  2003-03-28
• S65 Uniform Investment Adviser Law Examination
  1999-08-16

Designations

• Chartered Financial Consultant