Unclaimed Profile

Bryan Lee Goodwin

TCG ADVISORY SERVICES, LLC·AUSTIN, Texas

Series 65Clean record5 years registeredTCG ADVISORY SERVICES, LLC

900 S. CAPITAL OF TX HIGHWAY, AUSTIN, TX 78746CRD# 7244559Firm CRD# 307956

Profile Verification

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

Identity

Bryan Lee Goodwin · AUSTIN, TX

Registration

CRD #7244559 · TCG ADVISORY SERVICES, LLC · 5 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: TCG ADVISORY SERVICES, LLC

TCG ADVISORS, LLC A HUB INTERNATIONAL COMPANY

Jan 2022 – Apr 2022

AUSTIN, TX

TCG ADVISORS

Nov 2020 – Dec 2021

AUSTIN, TX

Registrations & Exams

FINRA examinations passed

Series 65

Registration record

First registered · November 23, 2020

Years registered · 5

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

HUB INVESTMENT PARTNERS, LLC

CRD 307956 · SEC 801-118346

AUM

$7.3B

Regulatory assets under management

Employees

2,202 client accounts

Services offered by HUB INVESTMENT PARTNERS, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Pension consulting

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Charitable organization or education services

Client types served by the firm

Per Form ADV

Individuals

Pension & Retirement Plans

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at HUB INVESTMENT PARTNERS, LLC →

Introduction

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Frequently Asked Questions

What services does Bryan Lee Goodwin offer?

Bryan Lee Goodwin specializes in Financial Planning, Investment Management, Retirement Planning, Wealth Management.

What are Bryan Lee Goodwin's credentials?

Bryan Lee Goodwin is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Bryan Lee Goodwin located?

Bryan Lee Goodwin is based in AUSTIN, Texas, last registered with TCG ADVISORY SERVICES, LLC.

How does Bryan Lee Goodwin charge for services?

Bryan Lee Goodwin's firm is compensated through percentage of aum, subscription fees, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is TCG ADVISORY SERVICES, LLC?

TCG ADVISORY SERVICES, LLC has approximately 50 employees and manages $7.3B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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