Fredric
Goodman
Creativeone Securities, LLC
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About this Advisor
Fredric Goodman is a financial advisor based in Leawood, Kansas, working with Creativeone Securities, LLC. Fredric has previously held positions at Transamerica Financial Advisors, Inc, Fredric E. Goodman Company, Signator Investors, Inc, Royal Alliance Associates, Inc, and Creativeone Securities, LLC. Fredric has passed the Series 63 regulatory exam and is registered to provide services in Kansas. Currently, Fredric is part of Creativeone Securities, LLC, which operates out of Leawood, Kansas. The firm has 125 offices and 186 employees. The firm manages assets totaling $1.7 billion and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and selection of other advisers. The fee structure at Creativeone Securities, LLC includes asset-based and hourly fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Creativeone Securities, LLC Brokerage Details
$1,718,842,253
186
22,082
$77,839
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Fredric Goodman Work History
Creativeone Securities, LLC
Royal Alliance Associates, Inc
Fredric E. Goodman Company
Signator Investors, Inc
Transamerica Financial Advisors, Inc
Disclosures
Please visit the SEC profile of Fredric Goodman to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Creativeone Securities, LLC
Leawood, KS
West Des Moines, IA
Camdenton, MO
Leawood, KS
Leawood, KS
Wichita, KS
New Carlisle, IN
Leawood, KS
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