James
Good
Turning Point Financial
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About this Advisor
James Good is a financial advisor based in Camp Hill, Pennsylvania, working with Turning Point Financial. James has previously held positions at Investment Advisors, Wealth Development Council, LLC, Wdc Advisors, LLC, Turning Point Financial, Harvest Investment Services, LLC, and Proequities, Inc. James has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Pennsylvania. Currently, James is part of Turning Point Financial, which operates out of Camp Hill, Pennsylvania. The firm has 1 office and 18 employees. The firm manages assets totaling $310.0 million and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and selection of other advisers. The fee structure at Turning Point Financial includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Turning Point Financial Brokerage Details
$310,006,374
18
1,836
$168,849
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
James Good Work History
Turning Point Financial
Wdc Advisors, LLC
Wealth Development Council, LLC
Harvest Investment Services, LLC
Investment Advisors
Proequities, Inc
Disclosures
Please visit the SEC profile of James 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 Turning Point Financial
Frederick, MD
Frederick, MD
Frederick, MD
Camp Hill, PA
Frederick, MD
Frederick, MD
Frederick, MD
Frederick, MD
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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.
