Christopher
Mcgoogin-Smith
Sofi Wealth LLC
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About this Advisor
Christopher Mcgoogin-Smith is a financial advisor based in Jacksonville, Florida, working with Sofi Wealth LLC. Christopher has previously held positions at Merrill Lynch, Pierce, Fenner & Smith Inc, Adt, Deutsche Bank Securities Inc, Bank Of America, N.A, Sofi Securities LLC, and Sofi Wealth LLC. Christopher has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in Florida. Currently, Christopher is part of Sofi Wealth LLC, which operates out of Jacksonville, Florida. The firm has 4 offices and 70 employees. The firm manages assets totaling $943.5 million. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, publication of newsletters, and educational seminars. The fee structure at Sofi Wealth LLC includes other fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Sofi Wealth LLC Brokerage Details
$943,520,661
70
165,546
$5,699
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Publication of periodicals or newsletters
- Educational seminars/workshops
Christopher Mcgoogin-Smith Work History
Sofi Securities LLC
Sofi Wealth LLC
Merrill Lynch, Pierce, Fenner & Smith Inc
Bank Of America, N.A
Deutsche Bank Securities Inc
Merrill Lynch, Pierce, Fenner & Smith Inc
Adt
Disclosures
Please visit the SEC profile of Christopher Mcgoogin-Smith to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Sofi Wealth LLC
San Francisco, CA
San Francisco, CA
San Francisco, CA
Salt Lake City, UT
Claymont, DE
San Francisco, CA
Jacksonville, FL
San Francisco, CA
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