Eric Goodman is a CFP-designated registered investment advisor, based in Deer Park, NY, with 13 years of industry experience. Eric is also registered as a broker, so some compensation may come from commissions on products sold.
Location
2061 Deer Park Ave, Deer Park, NY, 11729
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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 ActivitiesSells Insurance
Eric sells fixed insurance products, including life insurance and annuities, as a Financial Representative and Broker. These activities with Fixed Insurance Sales and TruChoice Financial Group each take about 10% of his time.
Employment History
Current Registrations
Vanderbilt Advisory Services
Vanderbilt Securities, LLCBroker
Previous Registrations
Esi Financial Advisors
Equity Services, INC.Broker
State Registrations8 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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