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Justin Goodbread, financial advisor Knoxville TN

Justin Goodbread

CRD Number: 4746495
Current Firm: Heritage Investors

Justin Goodbread (CRD# 4746495) is an Investment Advisor Representative working at Heritage Investors in Knoxville, TN and has over 16 years of experience in the finance industry. Justin Goodbread 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
Heritage Business Advisors, LLC Knoxville, TN Jul 2019 - Current 1
Heritage Investors Knoxville, TN Oct 2017 - Current 3
Financially Simple, LLC Knoxville, TN Aug 2017 - Current 3
Heritage Investors Knoxville, TN May 2009 - Current 11
Summit Brokerage Services Knoxville, TN Jul 2014 - Dec 2017 3
Summit Financial Services Knoxville, TN Jul 2014 - Dec 2017 3
Woodbury Financial Services, Inc. Woodbury, MN Jan 2008 - Jul 2014 6
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Mar 2004
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for Justin A. Goodbread
By the Numbers
  • Total Assets Under Management
    45
    MILLIONS
  • Total Number of Accounts
    393
    ACCOUNTS
  • Average Account Value
    $114,619
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Other
Types of Clients
Registered States

GA, LA, MA, PA, TN, TX, VA, WV

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