Jennifer GoinCRD Number: 5529497
Current Firm: Taylor, Cottrill, Erickson And Associates, Inc.
Jennifer Goin (CRD# 5529497) is an Investment Advisor Representative working at Taylor, Cottrill, Erickson And Associates, Inc. in New London, NH and has over 9 years of experience in the finance industry.
Squam Lakes Financial Advisors, LLC
Ubs Financial Services Inc.
Granite Investment Advisors, Inc.
|Taylor, Cottrill, Erickson And Associates, Inc.||Concord, NH||Jan 2016 - Current||2|
|Taylor, Cottrill LLC||New London, NH||Oct 2007 - Dec 2015||8|
|Ledyard National Bank||New London, NH||Jan 2001 - Oct 2007||6|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Apr 2008|
Total Assets Under Management738MILLIONS
Total Number of Accounts841ACCOUNTS
Average Account Value$877,199
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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)
CA, CT, FL, IL, MA, MD, NH, NY, TX, VA, VT