Nicholas GoodwinCRD 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.
Lincoln Financial Advisors Corporation
Cetera Advisor Networks LLC
Thalassa Capital LLC
|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|
Total Assets Under Management325MILLIONS
Total Number of Accounts914ACCOUNTS
Average Account Value$355,998
- 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
AZ, CA, NV, OR, TX, WA
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