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Joseph M Beckford

Goodwin Investment Advisory

Woodstock, GA

CRD 5899681

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Employer firm

Goodwin Investment Advisory CRD 131193

$397M regulatory AUM 35 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Pension consulting
  • Selection of other advisers

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

Current Employers
Goodwin Investment Advisory

238 River Park N Dr., Woodstock, GA 30188 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2014-05-29
GA RA APPROVED 2011-04-04
  • TX RA
    APPROVED_RES
    Since 2014-05-29
  • GA RA
    APPROVED
    Since 2011-04-04

Branch Locations

238 River Park N Dr., Woodstock, GA 30188 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
B & G Financial Mortgage, Llc Woodstock GA 12/2006 12/2016
Goodwin Investment Advisory Woodstock GA 03/2011 Present
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2011-03-25
  • S65 Uniform Investment Adviser Law Examination
    2011-03-25
Designations
  • Certified Financial Planner

View on SEC IAPD

Nearby Firms

STATE FARM INVESTMENT MANAGEMENT CORP.
IMPACT PARTNERSHIP WEALTH, LLC
FREEDOM WEALTH COACHING, LLC

Nearby Investors

ANTHONY GEORGE JABALEY
Brady Christopher Watkins
Aleksander Ryan Searcy

Nearby Offices

STATE FARM INVESTMENT MANAGEMENT CORP. · Woodstock, GA
IMPACT PARTNERSHIP WEALTH, LLC · Woodstock, GA
FREEDOM WEALTH COACHING, LLC · WOODSTOCK, GA

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