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Heather Michele Goodin

Wells Fargo Advisors Financial Network, LLC

Melbourne, FL

Bozeman, MT

CRD 6922376

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Employer firm

Wells Fargo Advisors Financial Network, LLC CRD 11025

$252B regulatory AUM 2,990 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Pension consulting
  • Selection of other advisers
  • INVESTMENT CONSULTING SERVICES TO INSTITUTIONAL CLIENTS

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

Current Employers
Wells Fargo Advisors Financial Network, Llc

One North Jefferson Avenue Mail Code: H0004-05E, St. Louis, MO 63103-2205 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2024-06-07
  • FL RA
    APPROVED
    Since 2024-06-07

Branch Locations

6905 N. Wickham Road Suite 502 [Satellite], Melbourne, FL 32940 • United States

1450 Twin Lakes Avenue Suite 202, Bozeman, MT 59718 • 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
Wells Fargo Advisors Financial Network, Llc Merritt Island FL 01/2020 Present
Td Ameritrade Orlando FL 02/2018 12/2019
Td Bank Orlando FL 04/2014 02/2018
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-05-24
  • S66 Uniform Combined State Law Examination
    2024-05-24
Other Names
  • Heather M Green
  • Heather Green
  • Heather Goodin

View on SEC IAPD

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