Reid
Trego
Goodwin Investment Advisory
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About this Advisor
Reid Trego is a financial advisor based in Woodstock, Georgia who has 2 years of relevant experience. Trego is on the advisory team at Goodwin Investment Advisory. Throughout their career, Trego has worked at Kenan-Stewart, Inc Dba Huntington Learning Center, Retired, Trego Trails, LLC Dba Expedia Cruises, Goodwin Investment Advisory and Reid Trego Bda Reid Trego Coaching. Trego has a Series 65 license, designating them as an investment advisor representative, and is approved to advise clients in Georgia. Goodwin Investment Advisory is a business headquartered in Woodstock, GA. It handles $197 million in total assets among its 1,278 client accounts, making it one of the mid-sized investment advisory firms in the nation by assets under management. Of its 1,278 client accounts, 18% belong to high-net-worth investors who have more than $1 million in assets. The firm provides a broad range of services, such as financial planning services, portfolio management for individuals and small businesses, pension consulting services and selection of other advisers. Financial advisory fee schedules typically depend on which services the firm provides the client. However, fee types billed by Goodwin Investment Advisory may include asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Goodwin Investment Advisory Brokerage Details
$197,045,555
13
1,278
$154,183
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
Reid has been registered as a financial advisor for 2 years.*
Goodwin Investment Advisory
Reid Trego Bda Reid Trego Coaching
Retired
Trego Trails, LLC Dba Expedia Cruises
Kenan-Stewart, Inc Dba Huntington Learning Center
*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 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
Woodstock, GA
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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