Cameron
Malott

Goodman Financial Corporation

CRD#7039351
Investment Advisor
in Houston, TX

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About this Advisor

Cameron Malott is a financial advisor operating out of Houston, Texas who has 1 year of relevant experience. Malott is an employee of Goodman Financial Corporation. During their career, the advisor has held roles at Engrave Wealth Partners, LLC, Ramin Corporation, 360 Thermal, Rockfish Seafood And Grill, The County Line Bbq, Liberty University Online and Goodman Financial Corporation. Malott maintains a Series 65 license, designating them as an investment advisor representative, and can operate in Texas. Goodman Financial Corporation is a company headquartered in Houston, TX. It handles $580 million in assets under management between its 739 customer accounts, placing it among the larger financial advisory firms in the country by assets under management. The firm advises 10 charities and foundations. Of its 739 accounts, 70% are held by high-net-worth investors who have at least $1 million in assets available to invest. Goodman Financial Corporation offers a broad array of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients and other services. Financial advisory fee schedules largely vary depending on which services the firm provides the client. Fees charged by Goodman Financial Corporation can be comprised of asset-based and hourly fees.

Certifications and Registrations

Series 65

Years Registered*

1 year

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for pooled investment vehicles, Portfolio management for businesses or institutional clients, Other

Fee Structure

Percentage of Assets, Hourly Charges

Office Location

5177 Richmond Ave Ste 700
Houston, TX 77056

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Goodman Financial Corporation Brokerage Details

Total Assets Under Management

$580,100,442

TX Average: $3,042,739,679
Total Number of Employees

23

TX Average: 49
Total Number of Accounts

739

TX Average: 2,315
Average Account Size

$784,980

TX Average: $1,314,358

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients
  • Other

Cameron Malott Work History

Cameron has been registered as a financial advisor for 1 years.*

2022 - Present (2 years)

Goodman Financial Corporation

2021 - 2022 (1 year)

Engrave Wealth Partners, LLC

2018 - 2021 (3 years)

Engrave Wealth Partners, LLC

2017 - 2018 (1 year)

Ramin Corporation

2016 - 2017 (1 year)

360 Thermal

2013 - 2015 (2 years)

Rockfish Seafood And Grill

2011 - 2013 (2 years)

The County Line Bbq

2011 - 2015 (4 years)

Liberty University Online

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Cameron Malott 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 Goodman Financial Corporation

Lee Taylor
Houston, TX
Mashal Lakhani
Houston, TX
Morgann Zimmer
Houston, TX
Benjamin Mccue
Houston, TX
Cameron Malott
Houston, TX
Christopher Matlock
Houston, TX
Diana Castro
Houston, TX
Hunter Coday
Houston, TX

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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