Nicholas Goodwin, financial advisor Camarillo CA

Nicholas Goodwin

CRD Number: 5043116
Current Firm: Summit Wealth Management Group, Inc.

Nicholas Goodwin (CRD# 5043116) is an Investment Advisor Representative working at Summit Wealth Management Group, Inc. in Camarillo, CA and has over 15 years of experience in the finance industry. Nicholas Goodwin 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.

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Professional Designations
Company Name Location Dates Years
Lpl Financial, LLC Camarillo, CA Jun 2016 - Current 5
Summit Wealth Management Group, Inc. Camarillo, CA Jun 2016 - Current 5
Fidelity Investments Thousand Oaks, CA Apr 2008 - May 2016 8
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination May 2006
Contact Info for Nicholas J. Goodwin
Phone Number: 805-384-1186
Registered State(s):
  • CA
  • TX
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
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
Types of Clients
Registered States


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