LG
CFP
LG
CFP
Linda Goodson
30 Years of Experience
Palm Harbor, FL
2 DisclosuresBroker
Linda Goodson is a CFP-designated registered investment advisor at Morgan Stanley, based in Palm Harbor, FL, with 30 years of industry experience. Their practice areas include Investment Management. Their firm serves 2,539,760 clients with $1700B in assets under management.
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
23050 advisors
IM Fee
Planning only
Assets Under Management
$1650.0B
Fee Structure
Investment management only (planning not offered)
Annual Retainer:Up to $500,000/year
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Location
4114 Woodlands Parkway, Suite 200, Palm Harbor, FL, 34685
Get directionsHistory
Regulatory History (2)
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Customer Dispute
June 2005Denied
Customer Dispute
January 2003Denied
Other 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 Stanley
July 2014 - Present · 12 yrs 2 mos
Morgan StanleyBroker
July 2014 - Present · 12 yrs 2 mos
Previous Registrations
Wells Fargo Advisors, LLC
October 2000 - July 2014 · 13 yrs 9 mos
Wells Fargo Advisors, LLCBroker
October 2000 - July 2014 · 13 yrs 9 mos
First Union Brokerage Services, INC.Broker
May 1995 - October 2000 · 5 yrs 5 mos
State Registrations34 states
ALAZCACOCTDCFLGAIDILINKSKYLAMAMDMIMNMONCNJNYOHOKORPARISCTNTXUTVAWAWI
AdvisorBrokerBoth
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
No exam information available for this advisor.