Matthew Goyen, financial advisor Athens GA

Matthew Goyen

CRD Number: 5416828
Current Firm: Cannon Financial Strategists, Inc.

Matthew Goyen (CRD# 5416828) is an Investment Advisor Representative working at Cannon Financial Strategists, Inc. in Athens, GA and has over 15 years of experience in the finance industry. Matthew Goyen has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Cannon Financial Strategists, Inc. Athens, GA Jan 2017 - Current 7
Allgood Financial Advisory Bogart, GA Dec 2008 - Jan 2017 8
Lpl Financial, LLC Bogart, GA Jan 2008 - Jan 2017 9
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Feb 2009
Contact Info for Matthew R. Goyen
Phone Number: 706-548-3422
Registered State(s):
  • GA
By the Numbers
  • Total Assets Under Management
    1,347
    MILLIONS
  • Total Number of Accounts
    2,837
    ACCOUNTS
  • Average Account Value
    $474,829
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Other
Types of Clients
Registered States

AL, FL, GA, KS, LA, NC, SC, TN, TX

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