Matthew GoyenCRD Number: 5416828
Current Firm: Cannon Financial Strategists, Inc.
Matthew Goyen (CRD# 5416828) is an Investment Advisor Representative working at Cannon Financial Strategists, Inc. in Athens, GA and has over 13 years of experience in the finance industry. Matthew Goyen has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Lpl Financial LLC
|Cannon Financial Strategists, Inc.||Athens, GA||Jan 2017 - Current||5|
|Allgood Financial Advisory||Bogart, GA||Dec 2008 - Jan 2017||8|
|Lpl Financial, LLC||Bogart, GA||Jan 2008 - Jan 2017||9|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Feb 2009|
Total Assets Under Management1,125MILLIONS
Total Number of Accounts2,269ACCOUNTS
Average Account Value$495,981
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
AL, FL, GA, LA, NC, SC, TN, TX
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