Resources Investment Advisors
Answer a few questions and
get matched with an advisor.
About this Advisor
Michael Goddard is a certified financial planner based in Torrance, California. Currently an advisor with Resources Investment Advisors, they have accrued 12 years of work experience as a financial advisor. Goddard has a Series 66 license, qualifying the advisor as both a securities agent and an investment advisor representative. Goddard can work with investors based out of California and Texas. Throughout their career, Goddard has worked at Morgan Stanley & Co., Inc, Morgan Stanley Smith Barney, Lpl Financial LLC, Independent Financial Partners, Resources Investment Advisors and Triad Advisors. Resources Investment Advisors is headquartered in Torrance, California, and has 41 additional brick-and-mortar locations in the United States. As an advisory firm, Resources Investment Advisors manages $25 billion in assets throughout 10,021 client accounts and employs more than 200 people. The level of assets currently under the firm's management places it among the largest financial advisory firms in the United States. The firm manages 8,592 accounts on a discretionary basis, meaning the advisor makes all of the buying and selling decisions on the client's behalf. Currently 6% of the advisory firm's customers are high-net-worth individuals, meaning they have greater than $1 million in investable assets. Resources Investment Advisors can offer financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. The firm's fees may include asset-based, hourly and fixed fees.
Certifications and Registrations
Years of Experience
Not sure which advisor is right for you? Use our matching tool.
Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.
Resources Investment Advisors Brokerage Details
Let us help match you with the right financial advisor for your needs.Answer a few questions to get a personalized match.
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
Michael Goddard Work History
Michael has 13 years of experience.
Resources Investment Advisors
Lpl Financial LLC
Independent Financial Partners
Morgan Stanley Smith Barney
Morgan Stanley & Co., Inc
Michael Goddard has disclosures.
Please visit their SEC profile for more details.
Financial Advisors at Resources Investment Advisors
San Diego, CA
West Harrison, NY