Unclaimed Profile

Sonia Ann Goforth

GOOD STEWARD WEALTH ADVISERS LLC·CLARKSVILLE, Tennessee

SIE, Series 3, Series 7, Series 9, Series 10, Series 63, Series 65Clean record15 years registeredGOOD STEWARD WEALTH ADVISERS LLC

2681 TOWNSEND CT., CLARKSVILLE, TN 37043CRD# 2544170Firm CRD# 333092

Profile Verification

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

Identity

Sonia Ann Goforth · CLARKSVILLE, TN

Registration

CRD #2544170 · GOOD STEWARD WEALTH ADVISERS LLC · 15 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: GOOD STEWARD WEALTH ADVISERS LLC

KPP ADVISORY SERVICES LLC

Oct 2017 – Oct 2024

Louisville, KY

LPL FINANCIAL LLC

Apr 2017 – Feb 2018

LOUISVILLE, KY

WELLS FARGO ADVISORS, LLC

Mar 2011 – Apr 2015

LEXINGTON, KY

Registrations & Exams

FINRA examinations passed

SIE

Series 3

Series 7

Series 9

Series 10

Series 63

Series 65

Registration record

First registered · March 30, 2011

Years registered · 15

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

GOOD STEWARD WEALTH ADVISERS LLC

CRD 333092 · SEC 801-131209

AUM

—

Regulatory assets under management

Employees

Total firm employees

Services offered by GOOD STEWARD WEALTH ADVISERS LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

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 GOOD STEWARD WEALTH ADVISERS LLC →

Introduction

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Frequently Asked Questions

What services does Sonia Ann Goforth offer?

Sonia Ann Goforth specializes in Financial Planning, Investment Management, Wealth Management.

What are Sonia Ann Goforth's credentials?

Sonia Ann Goforth is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Sonia Ann Goforth located?

Sonia Ann Goforth is based in CLARKSVILLE, Tennessee, last registered with GOOD STEWARD WEALTH ADVISERS LLC.

How does Sonia Ann Goforth charge for services?

Sonia Ann Goforth'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 GOOD STEWARD WEALTH ADVISERS LLC?

GOOD STEWARD WEALTH ADVISERS LLC has approximately 7 employees. The firm is registered with the SEC as an investment adviser.

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Other Advisors at GOOD STEWARD WEALTH ADVISERS LLC

Browse by Specialty

Investment Management Retirement Planning Wealth Management Financial Planning Fee-Only Advisory Financial Education

Nearby cities in Tennessee

MEMPHIS (221)NASHVILLE (158)KNOXVILLE (98)BRENTWOOD (93)CHATTANOOGA (59)FRANKLIN (53)JACKSON (18)GERMANTOWN (10)KINGSPORT (8)JOHNSON CITY (7)

City Guides

MEMPHIS Guide NASHVILLE Guide KNOXVILLE Guide BRENTWOOD Guide CHATTANOOGA Guide

Research

Advisor Fees in Tennessee National Fee Analysis

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