Matthew Goff, financial advisor Austin TX
93 score

Matthew Goff

CRD Number: 5541196
Current Firm: Eagle Strategies LLC

Matthew Goff (CRD# 5541196) is an Investment Advisor Representative working at Eagle Strategies LLC in Austin, TX and has over 8 years of experience in the finance industry.

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Company Name Location Dates Years
Down Home Ranch Austin, TX May 2016 - Current < 1
Camino Real Financial Strategies Austin, TX Sep 2011 - Current 5
Eagle Strategies LLC Austin, TX Mar 2011 - Current 5
Nylife Securities LLC Austin, TX Jun 2008 - Current 8
New York Life Insurance Co Austin, TX Jun 2008 - Current 8
Siemens Commuincation Boca Raton, FL Jan 1998 - Jun 2008 10
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Feb 2011
S63 Uniform Securities State Law Examination Jul 2008
Contact Info for Matthew W. Goff
Phone Number: (888) 695-3245
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    5,154
    MILLIONS
  • Total Number of Accounts
    29,837
    ACCOUNTS
  • Average Account Value
    $172,747
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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