Dallis Khane Goodson
Investment adviser representative at Moors & Cabot, Inc
12 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$4BFirm 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 assetsHourlyFixed or flat feeCommissions
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
12 years in the industry.
- Moors & Cabot, Inc.Aug 2025 to now
- Moors & Cabot InvAug 2025 to now
- Citizens Securities Inc.Aug 2021 to Aug 2025
- Clarfeld Financial Advisors, LLCJul 2020 to Aug 2025
- Citizens BankJul 2020 to Aug 2021
- Citizens Securities, Inc.Dec 2014 to Jul 2020
- Citizens BankDec 2014 to Dec 2019
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2014
- Series 65 · Uniform Investment Adviser Law2015
State registrations
Registered as an investment adviser representative in 1 state (RI).
Moors & Cabot, Inc
Legal name: Moors & Cabot, Inc.
$4BAssets managed
5,074Clients
79Advisers
31 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
- 6268045
- Firm CRD
- 594