Kimberly
Good

Destiny Wealth Partners, LLC

CRD#1858207
Investment Advisor
in Tavares, FL

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About this Advisor

Kimberly Good is a certified financial planner and chartered financial consultant working in Tavares, Florida with a total of 2 years of relevant experience. Good is an employee of Destiny Wealth Partners, LLC. Over the course of their career, Good has held roles at Kcg Investment Advisory Services LLC and Destiny Wealth Partners. Good maintains a Series 63 license, designating them as a securities agent, and is approved to serve investors in Georgia and Texas. Destiny Wealth Partners, LLC is an advisory firm operating out of Tavares, FL. The firm has offices in four locations and a total of 21 people on staff. It has $806 million in assets across its 2,805 accounts, making it one of the larger investment advisory firms in the nation by assets under management. Of its 2,805 customer accounts, 18% are held by high-net-worth individuals who have more than $1 million in assets. The company provides a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, pension consulting services and selection of other advisers. Fees for financial management typically are based on which service is offered. Fees billed by Destiny Wealth Partners, LLC may include any blend of asset-based, hourly, fixed and other fees.

Certifications and Registrations

Series 63, CERTIFIED FINANCIAL PLANNER™, Chartered Financial Consultant

Years Registered*

2 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for pooled investment vehicles, Pension consulting services, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Others

Office Location

2100 Lake Eustis Dr.
Tavares, FL 32778

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Destiny Wealth Partners, LLC Brokerage Details

Total Assets Under Management

$805,805,266

FL Average: $1,855,561,029
Total Number of Employees

21

FL Average: 62
Total Number of Accounts

2,805

FL Average: 2,474
Average Account Size

$287,275

FL Average: $750,025

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles
  • Pension consulting services
  • Selection of other advisers

Kimberly Good Work History

Kimberly has been registered as a financial advisor for 2 years.*

2021 - Present (3 years)

Destiny Wealth Partners

2011 - 2021 (10 years)

Kcg Investment Advisory Services LLC

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Kimberly Good 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 Destiny Wealth Partners, LLC

Carol Mulcahy
Tavares, FL
Mark Dickerson
Tavares, FL
Kimberly Good
Tavares, FL
Louis Shinaman
Tavares, FL
Audrey Ralicki
Tavares, FL
Morgan Hatfield
Tavares, FL
Christopher Nichols
Tavares, FL
Jorge Romero
The Villages, FL

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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