Goodwin Investment Advisory

Goodwin Investment Advisory (CRD# 131193) is a financial advisory firm headquartered in Woodstock, GA. They manage $37,707,128 in 469 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    38
    MILLION
  • Total Number of Accounts
    469
    ACCOUNTS
  • Average Account Value
    $80,399
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
  • Educational seminars/workshops
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

GA, TX

Financial Advisors at Goodwin Investment Advisory
Showing 1 - 3 of 3 top financial advisors.
1
Joseph M. Beckford
CRD#: 5899681
3380 Trickum Road, Building 800, Suite 102, Woodstock, GA 30188
93
Wealthminder
score

Joseph Beckford (CRD# 5899681) is an Investment Advisor Representative working at Goodwin Investment Advisory in Woodstock, GA and has over 5 years of experience in the finance industry.

2
Timothy J. Goodwin
CRD#: 4743635
3380 Trickum Rd, Bldg 800 Ste 102, Woodstock, GA 30188
93
Wealthminder
score

Timothy Goodwin (CRD# 4743635) is an Investment Advisor Representative working at Goodwin Investment Advisory in Woodstock, GA and has over 13 years of experience in the finance industry.

3
Sharon B. Brewer
CRD#: 6256993
3380 Trickum Road, Building 800, Suite 102, Woodstock, GA 30188
89
Wealthminder
score

Sharon Brewer (CRD# 6256993) is an Investment Advisor Representative working at Goodwin Investment Advisory in Woodstock, GA and has over 2 years of experience in the finance industry.

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