Kerry Goodman is a registered investment advisor at Founders Financial Alliance, LLC, based in Cary, NC, with 20 years of industry experience. Kerry operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 3 more. Their firm serves 3,918 clients with $1B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Fees are negotiable up to 2%.
Fee Estimator
Location
1150 NW Maynard Rd STE 110, Cary, NC, 27513
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Kerry is a board member of Abecedarian Education Foundation, dedicating minimal time. Kerry also operates under the DBAs Du Lac Wealth Services and Team720, and provides investment advisory services through Independent Advisor Alliance, spending about half their time on the latter.
Employment History
Current Registrations
Founders Financial Alliance, LLC
LPL Financial LLCBroker
Previous Registrations
Independent Advisor Alliance, LLC
Founders Financial Alliance, LLC
Invest Financial CorporationBroker
Invest Financial Corporation
Suntrust Investment Services, INC.
Suntrust Investment Services, INC.Broker
Banc of America Investment Services, INC.Broker
State Registrations7 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.