Michael
Goddard

Resources Investment Advisors

CRD#4739858
Investment Advisor
in Torrance, CA

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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

Series 66, Certified Financial Planner

Years of Experience

13 years

Services Offered

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

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Disclosures

Yes

Office Location

21151 S. Western Avenue Suite 163
Torrance, CA 90501

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Resources Investment Advisors Brokerage Details

Total Assets Under Management

$24,827,437,613

CA Average: $2,243,162,756
Total Number of Employees

200

CA Average: 44
Total Number of Accounts

10,021

CA Average: 4,091
Average Account Size

$2,477,541

CA Average: $548,316

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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.

2019 - Present (1 year)

Triad Advisors

2018 - Present (2 years)

Resources Investment Advisors

2013 - 2018 (5 years)

Lpl Financial LLC

2013 - 2018 (5 years)

Independent Financial Partners

2009 - 2013 (4 years)

Morgan Stanley Smith Barney

2007 - 2013 (6 years)

Morgan Stanley & Co., Inc

Disclosures

Michael Goddard has disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Resources Investment Advisors

James Battmer
Leawood, KS
James Carmichael
Houston, TX
Tami Heinrichs
Hastings, NE
Darren Burke
San Diego, CA
George Fraser
Scottsdale, AZ
Katrina Boucher
West Harrison, NY
John Mcconkie
Midvale, UT
Evan Kress
Riverside, CA

This content was compiled from the SEC and FINRA.

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