Unclaimed Profile

Kimberly Caris Good

DESTINY WEALTH PARTNERS, LLC·TAVARES, Florida

Series 6, Series 7, Series 22, Series 63Clean record25 years registeredDESTINY WEALTH PARTNERS, LLC

2100 LAKE EUSTIS DR., TAVARES, FL 32778CRD# 1858207Firm CRD# 171346

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Kimberly Caris Good · TAVARES, FL

Registration

CRD #1858207 · DESTINY WEALTH PARTNERS, LLC · 25 years registered

Brand Profile

Not yet started

Career History

KCG INVESTMENT ADVISORY SERVICES LLC

Jan 2024 – present

DESTINY WEALTH PARTNERS, LLC

Jan 2021 – Dec 2023

SAVANNAH, GA

KCG INVESTMENT ADVISORY SERVICES LLC

May 2009 – Apr 2021

SAVANNAH, GA

ALPHA FINANCIAL MANAGEMENT, INC.

Dec 2008 – Mar 2009

SAVANNAH, GA

TISCH INVESTMENT ADVISORY INC

Feb 2001 – Jun 2006

ANN ARBOR, MI

Registrations & Exams

FINRA examinations passed

Series 6

Series 7

Series 22

Series 63

Registration record

First registered · February 16, 2001

Years registered · 25

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

DESTINY WEALTH PARTNERS, LLC

CRD 171346 · SEC 801-79789

AUM

$997M

Regulatory assets under management

Employees

3,086 client accounts

Services offered by DESTINY WEALTH PARTNERS, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Pension consulting

Publication of periodicals/newsletters

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

Pension & Retirement Plans

High Net Worth Individuals

View all advisors at DESTINY WEALTH PARTNERS, LLC →

Introduction

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Frequently Asked Questions

What services does Kimberly Caris Good offer?

Kimberly Caris Good specializes in Financial Planning, Investment Management, Retirement Planning. Contact their office in TAVARES, Florida for a consultation.

What are Kimberly Caris Good's credentials?

Kimberly Caris Good is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Kimberly Caris Good located?

Kimberly Caris Good is based in TAVARES, Florida, working with DESTINY WEALTH PARTNERS, LLC. Their office serves clients in the TAVARES metropolitan area and surrounding communities.

How does Kimberly Caris Good charge for services?

Kimberly Caris Good's firm is compensated through percentage of aum, hourly charges, subscription fees, performance-based fees, other: flat fee. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is DESTINY WEALTH PARTNERS, LLC?

DESTINY WEALTH PARTNERS, LLC has approximately 21 employees and manages $997M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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