Earl Williamson Good

Employer firm

Vanderbilt Advisory Services CRD 116537

$2.11B regulatory AUM 64 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 11/1977 → Present
  Bill Good Marketing
  Salt Lake City, UT
• 06/2014 → 10/2021
  Purshe Kaplan Sterling Investments
  Albany, NY
• 06/2014 → 10/2021
  Research Financial Strategies
  Rockville, MD
• 06/2014 → 10/2021
  Reutemann Financial Solutions, Inc.
  Rockville, MD
• 10/2021 → Present
  Vanderbilt Advisory Services
  Salt Lake City, UT

Previous Registrations

• 2014-06-25 → 2021-10-28
  Research Financial Strategies
  Sandy, UT
  Rockville, MD
  Salt Lake City, UT

Other Businesses

1)BILL GOOD MARKETING INC., NOT INVESTMENT RELATED - OCT. 1977 TO PRESENT - 12393 SOUTH GATEWAY PARK PLACE STE.600 DRAPER, UT 84020, MARKETING FIRM. CHAIRMAN CO-OWNER WITH WIFE, 40 HOURS PER WEEK OF MANAGEMENT. 2) EARN ROYALTIES FROM SCRIBNERS FOR BOOKS PUBLISHED. NON-INVEST. RELATED. 3)SKY HIGH TRAVEL;MOSTLY HANDLES TRAVEL ARRANGEMENTS FOR BILL GOOD MARKETING CLIENTS. 4)RESEARCH FINANCIAL STRATEGIES; 2273 Research Blvd, Suite 101 Rockville, MD 20850; INVESTMENT-RELATED; RECRUIT FINANCIAL ADVISORS FOR RESEARCH FINANCIAL STRATEGIES AND COACH THEM TO IMPROVE THEIR AUM; 06/20/2014; 10-20 HRS PER MONTH;

Exams

• S65 Uniform Investment Adviser Law Examination
  2014-05-03
• S63 Uniform Securities Agent State Law Examination
  2002-10-04

Other Names

• Bill Good
• Wiliamson Good