AdvisorOS Directory
Claim Profile
Unclaimed Profile
TG

Timothy John Goodwin

GOODWIN INVESTMENT ADVISORY, LLC·WOODSTOCK, Georgia
Series 63, Series 65Clean record22 years registeredGOODWIN INVESTMENT ADVISORY, LLC
238 RIVER PARK N DR., WOODSTOCK, GA 30188CRD# 4743635Firm CRD# 131193

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Timothy John Goodwin · WOODSTOCK, GA
Registration
CRD #4743635 · GOODWIN INVESTMENT ADVISORY, LLC · 22 years registered
Brand Profile
Not yet started
01

Career History

GOODWIN INVESTMENT ADVISORY
Jul 2004 – present
02

Registrations & Exams

FINRA examinations passed
Series 63
Series 65
Registration record
First registered · July 21, 2004
Years registered · 22
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
GOODWIN INVESTMENT ADVISORY, LLC
CRD 131193 · SEC 801-117942
AUM
$266M
Regulatory assets under management
Employees
13
1,410 client accounts
Services offered by GOODWIN INVESTMENT ADVISORY, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at GOODWIN INVESTMENT ADVISORY, LLC →
Introduction

Speak with Timothy

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Timothy is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in WOODSTOCK?

Browse all registered financial advisors in WOODSTOCK, Georgia or claim this profile if it's yours.

Browse WOODSTOCK AdvisorsAre you this advisor? Claim profile
05

Frequently Asked Questions

What services does Timothy John Goodwin offer?
Timothy John Goodwin specializes in Financial Planning, Investment Management. Contact their office in WOODSTOCK, Georgia for a consultation.
What are Timothy John Goodwin's credentials?
Timothy John Goodwin is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Timothy John Goodwin located?
Timothy John Goodwin is based in WOODSTOCK, Georgia, working with GOODWIN INVESTMENT ADVISORY, LLC. Their office serves clients in the WOODSTOCK metropolitan area and surrounding communities.
How does Timothy John Goodwin charge for services?
Timothy John Goodwin's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is GOODWIN INVESTMENT ADVISORY, LLC?
GOODWIN INVESTMENT ADVISORY, LLC has approximately 13 employees and manages $266M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →

Other Advisors at GOODWIN INVESTMENT ADVISORY, LLC

Justin Pitcock
WOODSTOCK, GA

More Advisors in WOODSTOCK, Georgia

William Jasper Raike
WOODSTOCK WEALTH MANAGEMENT, INC.·WOODSTOCK, GA
David Earl Hultstrom
FINANCIAL ARCHITECTS, LLC·WOODSTOCK, GA
Anitha G Rao
FINANCIAL ARCHITECTS, LLC·WOODSTOCK, GA
Anthony Douglas Branca
WOODSTOCK WEALTH MANAGEMENT, INC.·WOODSTOCK, GA
Carl Albert Youngdale
ADVISOR FINANCIAL SERVICES, LLP·WOODSTOCK, GA
Dennis Willard Taylor
TRIUMPH WEALTH ADVISORS, INC.·WOODSTOCK, GA

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Georgia
ATLANTA (759)ALPHARETTA (101)MARIETTA (43)ROSWELL (29)DULUTH (28)COLUMBUS (22)ATHENS (22)THOMASVILLE (21)AUGUSTA (19)SAVANNAH (17)
City Guides
ATLANTA GuideALPHARETTA GuideMARIETTA GuideROSWELL GuideDULUTH Guide
Research
Advisor Fees in GeorgiaNational Fee Analysis
Request removal of this profile