David
Barlow
Goodman Advisory Group, LLC
Answer a few questions and
get matched with an advisor.
About this Advisor
David Barlow is a financial advisor working out of Needham Heights, Massachusetts who has 4 years of industry experience. Barlow is on the advisory team at Goodman Advisory Group, LLC. Throughout their career, they have worked at Bts Asset Management, Bts Securities Corporation, Ferris Capital, LLC and Goodman Advisory Group, LLC. Barlow has Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and can operate in Massachusetts. Goodman Advisory Group, LLC is an advisory company operating out of Needham Heights, MA. It controls $259 million in assets under management between its 747 accounts, making it one of the mid-sized investment advisory firms in the country by assets under management. Of its 747 accounts, 43% are held by high-net-worth individuals who have at least $1 million in investable assets. Goodman Advisory Group, LLC offers a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers and educational seminars. Financial advisory fees usually vary depending on which service is provided. However, fees charged by Goodman Advisory Group, LLC most likely include any combination of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
Not sure which advisor is right for you? Use our matching tool.
Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.
Goodman Advisory Group, LLC Brokerage Details
$259,120,028
6
747
$346,881
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
- Educational seminars/workshops
David Barlow Work History
David has been registered as a financial advisor for 4 years.*
Goodman Advisory Group, LLC
Ferris Capital, LLC
Bts Securities Corporation
Bts Asset Management
*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 David Barlow 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 Goodman Advisory Group, LLC
Needham Heights, MA
Needham Heights, MA
Needham Heights, MA
Needham Heights, MA
Needham Heights, MA
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.
The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.
This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.
This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).
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.
