Jennifer Goin, financial advisor New London NH
93 score

Jennifer Goin

CRD 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 8 years of experience in the finance industry.

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Company Name Location Dates Years
Taylor, Cottrill, Erickson And Associates, Inc. Concord, NH Jan 2016 - Current < 1
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
Contact Info for Jennifer J. Goin
Phone Number: 603-526-7400
Registered State(s):
  • NH
  • TX
By the Numbers
  • Total Assets Under Management
    738
    MILLIONS
  • Total Number of Accounts
    841
    ACCOUNTS
  • Average Account Value
    $877,199
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
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

CA, CT, FL, IL, MA, MD, NH, NY, TX, VA, VT

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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