Reid
Trego
Goodwin Investment Advisory
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About this Advisor
Reid Trego is a financial advisor based in Woodstock, Georgia, working with Goodwin Investment Advisory. Reid has previously held positions at Kenan-Stewart, Inc Dba Huntington Learning Center, Retired, Trego Trails, LLC Dba Expedia Cruises, Goodwin Investment Advisory, Reid Trego Bda Reid Trego Coaching, and United Franchise Group. Reid has passed the Series 65 regulatory exam and is registered to provide services in Georgia. Currently, Reid is part of Goodwin Investment Advisory, which operates out of Woodstock, Georgia. The firm has 13 employees and manages assets totaling $265.9 million. The firm serves a variety of clients, including high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, pension consulting services, and selection of other advisers. The fee structure at Goodwin Investment Advisory includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Goodwin Investment Advisory Brokerage Details
$265,863,813
13
1,410
$188,556
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
Reid Trego Work History
United Franchise Group
Goodwin Investment Advisory
Reid Trego Bda Reid Trego Coaching
Retired
Trego Trails, LLC Dba Expedia Cruises
Kenan-Stewart, Inc Dba Huntington Learning Center
Disclosures
Please visit the SEC profile of Reid Trego 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 Goodwin Investment Advisory
Woodstock, GA
Woodstock, GA
Woodstock, GA
Woodstock, GA
Woodstock, GA
Woodstock, GA
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