Daniel Goodwin (CRD# 5752768) is an Investment Advisor Representative working at Provident Wealth Advisors, LLC in The Woodlands, TX and has over 14 years of experience in the finance industry.
CRD# 2687188
Hightower Advisors, LLC
CRD# 5462249
Nxt:gen Financial Planning
CRD# 7438882
Worthwise Financial Partners
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Accurate Wealth Management, LLC | Wesley Chapel, FL | Nov 2022 - Current | 1 |
| Aag Capital, Inc. | Wesley Chapel, FL | Mar 2022 - Current | 2 |
| Provident Management LLC | The Woodlands, TX | Dec 2016 - Current | 7 |
| Provident Wealth Advisors, LLC | The Woodlands, TX | Mar 2011 - Current | 13 |
| Goodwin Financial Reality | Conroe, TX | Apr 2010 - Current | 14 |
| Self Employed | The Woodlands, TX | May 2005 - Current | 18 |
| Tcei Dba Goodwin Financial Group | The Woodlands, TX | Mar 2005 - Current | 19 |
| Hometrust | The Woodlands, TX | Jan 2007 - Dec 2016 | 9 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Oct 2009 |
| S63 | Uniform Securities State Law Examination | Mar 2022 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- LA
- TX
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Total Assets Under Management0MILLIONS
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Total Number of Accounts0ACCOUNTS
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Average Account Value$0
- Fixed fees (other than subscription fees)
- Other
- Selection of other advisers (including private fund managers)
- Other
LA, TX
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