Lee
Taylor
Goodman Financial Corporation
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About this Advisor
Lee Taylor is a financial advisor operating out of Houston, Texas with 5 years of industry experience. Taylor works at Goodman Financial Corporation. Over the course of their career, they have held roles at Goodman Financial Corporation, Tower Hill Trading, University Of North Colorado and Ljt Financial Analytics. Taylor has a Series 65 license, designating them as an investment advisor representative, and is able to work in Texas. Goodman Financial Corporation is a firm based in Houston, TX. It manages $580 million in total assets between its 739 customer accounts, placing it among the bigger financial advisory firms in the country by assets under management. The firm advises 10 charities and foundations. Of its 739 accounts, 70% belong to high-net-worth investors who have at least $1 million in assets available to invest. The business offers a number of services, including 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 management fee schedules typically depend on which services the firm provides the client. Fees charged by Goodman Financial Corporation can include any combination of asset-based and hourly fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Goodman Financial Corporation Brokerage Details
$580,100,442
23
739
$784,980
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
Lee Taylor Work History
Lee has been registered as a financial advisor for 5 years.*
Goodman Financial Corporation
Ljt Financial Analytics
Tower Hill Trading
University Of North Colorado
*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 Lee Taylor 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
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