Gregory Goff, financial advisor Matthews NC

Gregory Goff

CRD Number: 6655881
Current Firm: Prudential Financial Planning Services

Gregory Goff (CRD# 6655881) is an Investment Advisor Representative working at Prudential Financial Planning Services in Matthews, NC and has over 5 years of experience in the finance industry. Gregory Goff 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
The Prudential Insurance Company Of America Matthews, NC Nov 2018 - Current 2
Pruco Securities, LLC Matthews, NC Oct 2018 - Current 3
District 5 Interiors Charlotte, NC Dec 2016 - Oct 2018 1
Prosperity Wealth Group Charlotte, NC May 2018 - Jun 2018 < 1
Pruco Securities, LLC Mt. Pleasant, SC Jun 2016 - Oct 2017 1
Details Home Boutique Charlotte, NC Jun 2008 - Jun 2016 8
Full-time Education (grade School Then Clemson University) Clemson, SC Aug 2000 - May 2016 15
Salty Dog Cafe Hilton Head, SC May 2013 - Aug 2013 < 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jun 2016
S66 NASAA Uniform Combined State Law Examination Jan 2019
Contact Info for Gregory T. Goff
Phone Number: 800-235-7637
Registered State(s):
  • NC
  • TX
By the Numbers
  • Total Assets Under Management
    11,236
    MILLIONS
  • Total Number of Accounts
    70,757
    ACCOUNTS
  • Average Account Value
    $158,796
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
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

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, VT, WA, WI, WV, WY

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