Gregory GoffCRD Number: 6655881
Current Firm: Prudential Financial Planning Services
Gregory Goff (CRD# 6655881) is an Investment Advisor Representative working at Prudential Financial Planning Services in Charlotte, 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.
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Ubs Financial Services Inc.
|The Prudential Insurance Company Of America||Matthews, NC||Nov 2018 - Current||3|
|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|
Total Assets Under Management11,236MILLIONS
Total Number of Accounts70,757ACCOUNTS
Average Account Value$158,796
- 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
- Selection of other advisers (including private fund managers)
- 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, VT, WA, WI, WV, WY
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