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.
Retirement Wealth Advisors, Inc.
|Securities America Inc.||Lavista, NE||Aug 2009 - Current||8|
|Securities America Advisors||Lavista, NE||Aug 2009 - Current||8|
|Mary F Trotter, Pa||The Villages, FL||Nov 2007 - Current||10|
|Meta Performance Inc.||Winter Park, FL||Oct 1992 - Current||25|
|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
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