Frances Goodman is a CFP-designated registered investment advisor at Wells Fargo Advisors, based in Wilmington, NC, with 40 years of industry experience. Their practice areas include Retirement Planning. Their firm serves 401,726 clients with $200B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
Location
1979 Eastwood Road, Suite 104, Wilmington, NC, 28403
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Frances is involved in several outside business activities, including homeowner's associations, family LLCs, church finance committees, trustee roles, art museum endowment committees, and rental properties. She dedicates nearly full-time hours to JR Murchison & Partners LLC.
Employment History
Current Registrations
Wells Fargo Advisors Financial Network, LLCBroker
Wells Fargo Advisors
Previous Registrations
Wells Fargo Clearing Services, LLC
Wells Fargo Clearing Services, LLCBroker
Morgan Keegan & Company, INC.
Morgan Keegan & Company, INC.Broker
The Robinson-Humphrey Company INC.Broker
Lehman Brothers INC.Broker
The Robinson-Humphrey Company INC.Broker
State Registrations33 states
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