Sara Goodwin, financial advisor Mckinleyville CA
90 score

Sara Goodwin

CRD Number: 5443735
Current Firm: Edward Jones

Sara Goodwin (CRD# 5443735) is an Investment Advisor Representative working at Edward Jones in Mckinleyville, CA and has over 5 years of experience in the finance industry.

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Company Name Location Dates Years
Edward Jones St Louis, MO Sep 2011 - Current 5
Edward Jones Eureka, CA Oct 2007 - Sep 2011 3
Healthsport Arcata, CA Aug 2006 - Oct 2007 1
Big Pete's Pizza Arcata, CA Feb 2004 - Oct 2006 2
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Nov 2011
Contact Info for Sara M. Goodwin
Phone Number: 314-515-2000
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    140,424
    MILLIONS
  • Total Number of Accounts
    777,048
    ACCOUNTS
  • Average Account Value
    $180,715
Compensation Options
  • A percentage of assets under your management
  • Other
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
90
Clean Record
This advisor has a clean track record with regulators.

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