Skip to content

Isabella Alexis Gomez

Investment adviser representative at Goodman Financial Corporation
10 yearsExperience
1 stateRegistered in
$915.9MFirm assets
24 yearsFirm in business

Are you Isabella Alexis Gomez? Claim your profile

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

10 years in the industry.

  1. Goodman Financial CorporationJun 2024 to now
  2. Three Chords Wealth Management AdvisorsJan 2024 to May 2024
  3. Willis Johnson & AssociatesAug 2023 to Jan 2024
  4. University of HoustonAug 2020 to May 2024
  5. Conroe High SchoolAug 2016 to Jun 2020

Exams passed

  • Series 65 · Uniform Investment Adviser Law2024

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
7962322
Firm CRD
114637
Advisor's SEC record (opens in a new tab)
CallContact this firm