James Good (CRD# 2466989) is an Investment Advisor Representative working at Turning Point Financial in Camp Hil, PA and has over 30 years of experience in the finance industry. James Good 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.
CRD# 2503103
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 1255111
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 3244566
Cetera Investment Advisers LLC
The CFP is the gold standard for financial professionals who perform comprehensive financial planning. CFPs must undergo rigorous exams and meet other requirements to obtain this designation.
Like the CFP, ChFCs take extensive coursework on a wide variety of financial planning topics. ChFCs actually take more coursework than CFPs, but are not required to prove their knowledge through a board examination.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Turning Point Financial | Camp Hill, PA | Aug 2023 - Current | < 1 |
| Wdc Advisors, LLC | Camp Hill, PA | Jul 2020 - Current | 3 |
| Wealth Development Council, LLC | Camp Hill, PA | Nov 2004 - Current | 19 |
| Harvest Investment Services, LLC | Camp Hill, PA | Aug 2015 - Sep 2020 | 5 |
| Proequities, Inc. | Lemoyne, PA | Jan 1995 - Jul 2018 | 23 |
| Investment Advisors | Camp Hill, PA | Jan 2006 - Dec 2016 | 10 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Mar 1994 |
| S65 | NASAA Investment Advisors Law Examination | May 2000 |
- PA
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Total Assets Under Management310MILLIONS
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Total Number of Accounts1,836ACCOUNTS
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Average Account Value$168,849
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