Linda Goodson
Linda Goodson is a CFP-designated registered investment advisor at Morgan Stanley, based in Palm Harbor, FL, with 31 years of industry experience. Linda is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, High Net Worth, Investment Management, Retirement Planning. Their firm serves 2,703,720 clients with $2000B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Morgan Stanley Smith Barney LLC charges a fee for its consulting services, which is generally payable quarterly in advance. The maximum fee for the services is $500,000, and fees are negotiable between the client and their private wealth advisor.
Location
4114 Woodlands Parkway, Suite 200, Palm Harbor, FL, 34685
Get directionsHistory
Regulatory History (2)
Customer Dispute
June 2005Customer Dispute
January 2003Other Business Activities
Linda is a partner at Good Sun Enterprise, LLC, a real estate business in Palm Harbor, Florida, since 2017. She spends minimal time on administrative tasks related to this activity after business hours.
Employment History
Current Registrations
Morgan StanleyBroker
Morgan Stanley
Previous Registrations
Wells Fargo Advisors, LLCBroker
Wells Fargo Advisors, LLC
First Union Brokerage Services, INC.Broker
State Registrations35 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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