Charlotte
Jungen
Goodman Financial Corporation
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About this Advisor
Charlotte Jungen is a financial advisor based in Houston, Texas, working with Goodman Financial Corporation. Charlotte has previously held a position at Goodman Financial Corporation. Charlotte has passed the Series 66 regulatory exam and is registered to provide services in Texas. Currently, Charlotte is part of Goodman Financial Corporation, which operates out of Houston, Texas. The firm has 24 employees and manages assets totaling $698.6 million. The firm serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, and other services. The fee structure at Goodman Financial Corporation includes asset-based and hourly fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Goodman Financial Corporation Brokerage Details
$698,591,022
24
781
$894,483
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
Charlotte Jungen Work History
Goodman Financial Corporation
Goodman Financial Corporation
Goodman Financial Corporation
Goodman Financial Corporation
Disclosures
Please visit the SEC profile of Charlotte Jungen 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
Houston, TX
Houston, TX
Houston, TX
Houston, TX
Houston, TX
Houston, TX
Houston, TX
Houston, TX
The content in this profile was updated by SmartAsset on 6/19/2024. 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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