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Carl Dwayne Goodin

Financial Planning Associates, Inc.

Ellisville, MO

CRD 1346311

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Employer firm

Financial Planning Associates, Inc. CRD 117987

$30.2M regulatory AUM 14 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Selection of other advisers

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

Current Employers
Financial Planning Associates, Inc.

300 Ozark Trail Drive, Ste 215, Ellisville, MO 63011 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2017-05-25
MO RA APPROVED 2017-03-24
  • TX RA
    APPROVED_RES
    Since 2017-05-25
  • MO RA
    APPROVED
    Since 2017-03-24

Branch Locations

300 Ozark Trail Drive, Ste 215, Ellisville, MO 63011 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Financial Planning Associates, Inc Chesterfield MO 12/1998 Present
Previous Registrations
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1985-04-05
  • S63 Uniform Securities Agent State Law Examination
    1985-04-05
Designations
  • Certified Financial Planner
Other Names
  • Carl Dwayne Goodin

View on SEC IAPD

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