Wade Dyron Egmon
Investment adviser representative at Goodman Financial Corporation
17 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$915.9MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourly
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
17 years in the industry.
- Goodman Financial CorporationJan 2020 to now
- Goodman Financial CorporationAug 2009 to Dec 2019
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2008
State registrations
Registered as an investment adviser representative in 1 state (TX).
Goodman Financial Corporation
$915.9MAssets managed
288Clients
19Advisers
24 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5483311
- Firm CRD
- 114637