Timothy
Goodwin
Goodwin Investment Advisory
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About this Advisor
Timothy Goodwin is a certified financial planner operating in Woodstock, Georgia who has 19 years of industry experience. Goodwin is an employee of Goodwin Investment Advisory. During their career, the advisor has held roles at Msce Stewardship, LLC and Goodwin Investment Advisory. Goodwin maintains Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is approved to advise clients in Georgia. Goodwin Investment Advisory is a financial advisory business based in Woodstock, GA. It has $197 million in total assets between its 1,278 customer accounts, placing it among the mid-sized firms in the nation by assets under management. Of its 1,278 customer accounts, 18% are held by high-net-worth investors who have greater than $1 million in assets. Goodwin Investment Advisory performs a broad set of services, including financial planning services, portfolio management for individuals and small businesses, pension consulting services and selection of other advisers. Fees charged by financial advisors largely are based on which services the firm provides the client. Fees charged by Goodwin Investment Advisory likely consist of any combination of 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
Timothy Goodwin Work History
Timothy has been registered as a financial advisor for 19 years.*
Msce Stewardship, LLC
Goodwin Investment Advisory
*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 Timothy Goodwin 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
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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.
