ERIN K GOODRICH

ERIN K GOODRICH is an investment adviser representative (IAR) with state registration records since 2013, appearing at 5 firms. Currently registered with LINCOLN INVESTMENT PLANNING, LLC, CAPITAL ANALYSTS, LLC, SHEPHERD FINANCIAL INVESTMENT ADVISORY LLC.

Registration history (5)

FirmFromToCurrent
SHEPHERD FINANCIAL INVESTMENT ADVISORY LLC2021-10-11presentYes
CAPITAL ANALYSTS, LLC2021-09-15presentYes
LINCOLN INVESTMENT PLANNING, LLC2021-09-15presentYes
SCHWAB WEALTH ADVISORY, INC.2015-10-072021-09-01
CHARLES SCHWAB & CO., INC.2013-02-132015-10-08

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