Daniel
Gooding
Grove Point Advisors, LLC
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About this Advisor
Daniel Gooding is a certified financial planner working in Rockville, Maryland who has 2 years of relevant experience. Gooding is an employee of Grove Point Advisors, LLC. Their career trajectory has included roles at H. Beck, Inc, Grove Point Advisors, LLC, Grove Point Investments, LLC, Autism Services Center and Park Lawn Capital Corp. Gooding holds a Series 63 license, certifying them as a securities broker, and is registered to operate in West Virginia. Grove Point Advisors, LLC is a financial advisory business that has its headquarters in Rockville, MD. It has offices in 208 locations and a total of 333 people on staff. It has $2 billion in assets among its 8,355 accounts, placing it among the largest investment advisory firms in the United States by assets under management. The firm advises 19 charities and foundations. Of its 8,355 customer accounts, 18% are associated with high-net-worth individuals who have greater than $1 million in assets. Grove Point Advisors, LLC offers a number of services, such as financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers and educational seminars. Financial management fees typically vary depending on which service is provided. However, fees billed by Grove Point Advisors, LLC likely consist of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Grove Point Advisors, LLC Brokerage Details
$1,926,783,604
333
8,355
$230,614
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
Daniel Gooding Work History
Daniel has been registered as a financial advisor for 2 years.*
Grove Point Advisors, LLC
Grove Point Investments, LLC
Autism Services Center
Park Lawn Capital Corp
H. Beck, Inc
*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 Daniel Gooding 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 Grove Point Advisors, LLC
Wheaton, IL
Rockville, MD
Rockville, MD
Paso Robles, CA
Lutherville Timonium, MD
Bethlehem, PA
Rockville, MD
Trenton, NJ
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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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.
