Angela Goodwin
Advisor at LPL Enterprise
Updated today
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
About
Angela Goodwin is a financial advisor with LPL Enterprise, holding a Series 66 designation and 21 years of industry experience. Her prior roles include positions at Thrivent Investment Management, Bank of America, Merrill, and Geneos Wealth Management. Outside of her advisory work, she is involved in direct sales for Mary Kay. LPL Enterprise provides advisory services through a large network of investment adviser representatives to a diverse client base, including individuals, retirement plans, charitable organizations, and corporate clients. The firm offers financial planning, access to model portfolios, and third-party asset management programs, with a range of securities and insurance products available through its affiliated broker-dealer and insurance agency.
Client services
Based on LPL Enterprise
Financial planning
Portfolio management
Educational seminars or workshops
Consulting and other non-discretionary advisory services
Consulting and other non-discretionary advisory services
Fee options
Flat fees for financial planning services as negotiated with the IAR.
Up to $500 per hour for financial planning and consulting services.
Fee-only: Financial planning fees typically range from $0 to $15,000 or up to $500 per hour, negotiable and may be discounted or complimentary.
Location
Rockport, TX
Most active in
Angela G has reported serving >5 clients in these states in the last 12 months.
Texas
Work history
LPL Enterprise LLC
2025 - Present (1 year)
eMoney Advisors, LLC
2025 - 2025 (1 year)
N/A
2025 - 2025 (1 year)
Thrivent Investment Management Inc
2023 - 2025 (2 years)
Thrivent Financial
2023 - 2025 (2 years)
N/A
2023 - 2023 (1 year)
Bank Of America, N.A.
2019 - 2023 (4 years)
Merrill
2019 - 2023 (4 years)
N/A
2019 - 2019 (1 year)
Fsc Securities Corp
2017 - 2018 (1 year)
Rockport Wealth Management, Llc
2016 - 2019 (3 years)
Geneos Wealth Management, Inc
2006 - 2016 (10 years)
Pazera Capital Management Inc.
1995 - 2016 (21 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
Audrey S
Series 63, Series 66
Rockport, TX
Custos Family Office LLC
Joseph P
CFP®, Series 63, Series 66
Rockport, TX
Geneos Wealth Management, Inc.
Michael P
CFP®, Series 66
Rockport, TX
Geneos Wealth Management, Inc.
Thomas P
CFP®, Series 63
Rockport, TX
Geneos Wealth Management, Inc.
Brad F
Series 63, Series 65
Portland, TX
Raymond James Financial
Harold M
Series 63, Series 65
Rockport, TX
Wells Fargo Clearing
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