Senior Financial Advisor · Goodman Financial Corporation
Wade D. Egmon
CRD 5483311 · Named on Form ADV at one SEC-registered adviser
At a glance
Goodman Financial Corporation, an SEC-registered wealth manager based in Houston, TX with $916 million in regulatory assets, lists Wade D. Egmon on its Form ADV as Senior Financial Advisor.
Firms and roles
- Goodman Financial CorporationSenior Financial AdvisorWealth manager · Houston, TX · $916M in regulatory assets
AtlasMembers
Wade’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
- Locked
- Control-person status
- Locked
- When each role began
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- Each firm’s assets and growth
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- Search and export owners by title, state and firm size
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Colleagues named on the same filings
- Steven R. GoodmanPresident, Goodman Financial Corporation
- Lisa A. FranciaChief Financial Officer, Goodman Financial Corporation
- Robin R. KollannurChief Investment Officer, Goodman Financial Corporation
- Morgann M. ZimmerDirector of Financial Advisory Services, Goodman Financial Corporation
- James R. HadawayChief Compliance Officer, Goodman Financial Corporation
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Wade’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.