Unclaimed Profile

Bryan Lee Goodwin

TCG ADVISORY SERVICES, LLC·AUSTIN, Texas

Clean recordTCG 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

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Bryan Lee Goodwin is a registered financial advisor based in AUSTIN, Texas, affiliated with TCG ADVISORY SERVICES, LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Retirement Planning

Wealth Management

Client Types

Individuals

Pension & Retirement Plans

High Net Worth Individuals

Nonprofits & Foundations

Introduction

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Firm Overview

Firm

HUB INVESTMENT PARTNERS, LLC

AUM

$7.3B

Regulatory assets under management

Employees

Total firm employees

View all advisors at HUB INVESTMENT PARTNERS, LLC →

Services

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

Background

Compensation

Percentage of AUM

Subscription fees

Performance-based fees

Regulatory

SEC/IARD CRD# 7244559

Firm CRD# 307956

View on FINRA BrokerCheck →

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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. Contact their office in AUSTIN, Texas for a consultation.

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, working with TCG ADVISORY SERVICES, LLC. Their office serves clients in the AUSTIN metropolitan area and surrounding communities.

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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