Lucy GoinsCRD Number: 6123431
Current Firm: Matrix Wealth Advisors, Inc.
Lucy Goins (CRD# 6123431) is an Investment Advisor Representative working at Matrix Wealth Advisors, Inc. in Charlotte, NC and has over 4 years of experience in the finance industry.
Prospera Financial Services, Inc.
Dalton Financial LLC
M Holdings Securities, Inc.
|Matrix Wealth Advisors||Charlotte, NC||Sep 2012 - Current||5|
|Full Time Education||Columbia, SC||Aug 2008 - May 2012||3|
|Full Time Education||Atlanta, GA||Aug 2002 - May 2008||5|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Sep 2013|
Total Assets Under Management249MILLIONS
Total Number of Accounts139ACCOUNTS
Average Account Value$1,788,123
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)