Martin GoodwinCRD Number: 5286819
Current Firm: Securities America Advisors, Inc.
Martin Goodwin (CRD# 5286819) is an Investment Advisor Representative working at Securities America Advisors, Inc. in Orlando, FL and has over 9 years of experience in the finance industry.
Ameriprise Financial Services, Inc.
American Financial Advisors Inc.
Alconbury Trust L.l.c
|Securities America Inc.||Lavista, NE||Aug 2009 - Current||7|
|Securities America Advisors||Lavista, NE||Aug 2009 - Current||7|
|Mary F Trotter, Pa||The Villages, FL||Nov 2007 - Current||9|
|Meta Performance Inc.||Winter Park, FL||Oct 1992 - Current||24|
|Cssc Brokerage Services, Inc.||Winter Park, FL||Jan 2007 - Aug 2009||2|
|Cssc Investment Advisory Services, Inc.||Winter Park, FL||Jan 2007 - Aug 2009||2|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Dec 2007|
Total Assets Under Management13,433MILLIONS
Total Number of Accounts92,356ACCOUNTS
Average Account Value$145,443
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops