William Goodson

Employer firm

Wells Fargo Advisors Financial Network, LLC CRD 11025

$252B regulatory AUM 2,990 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• INVESTMENT CONSULTING SERVICES TO INSTITUTIONAL CLIENTS

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

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

Current Employers

Employment History

• 05/2009 → 11/2016
  Wells Fargo Advisors Llc
  Winston Salem, NC
• 11/2016 → 07/2023
  Wells Fargo Clearing Services, Llc
  Winston Salem, NC
• 07/2023 → Present
  Wells Fargo Advisors Financial Network, Llc
  Winston Salem, NC

Previous Registrations

• 2009-03-19 → 2023-07-07
  Wells Fargo Clearing Services, Llc
  Winston Salem, NC

Other Businesses

2T PARTNERS DBA GOODSON & NICHOLS FINANCIAL GROUP, LLC; INV. RELATED; WINSTON SALEM,NC; 50% OWNERSHIP; START DATE 07/10/2023; NUMBER OF HOURS PER MONTH 0; NUMBER OF HOURS DURING TRADING 0; FINET PRACTICE.;| TRUSTEE FOR 2T PARTNERS DBA GOODSON & NICHOLS FINANCIAL GROUP, LLC 401K, INV RELATED, WINSTON SALEM, NC, START: 7/24/2023, 1 HOUR A MONTH, 0 HOURS DURING TRADING, FINET PRACTICE 401K.| POOLE COLLEGE OF MANAGEMENT FINANCE, INVT RELATED, RALEIGH, NC, ADVISORY BOARD MEMBER, START DATE 12/1/2023, 1 HR PER MONTH, 0 HRS DURING TRADING, ATTENDING MEETINGS, HELPING STUDENTS ENHANCE THEIR JOB MARKETABILITY, DISCUSS STUDENT OUTREACH AND SERVE AS AN AMBASSADOR FOR ENGAGEMENT.| POOLE COLLEGE OF MANAGEMENT FINANCE, INVT RELATED, RALEIGH, NC, VICE CHAIRMAN, START DATE 3/1/2024, 3 TO 4 MEETINGS PER YEAR, 0 HRS DURING TRADING, ATTENDING MEETINGS, HELPING STUDENTS ENHANCE THEIR JOB MARKETABILITY, HELPING ESTABLISH STRATEGIC DIRECTION OF FINANCE ADVISORY BOARD.| SUMMIT SCHOOL INC; NOT INV RELATED; WINSTON SALEM, NC; PRIVATE SCHOOL; INVESTMENT COMMITTEE MEMBER; START DATE 07/01/2025; 1 HOUR PER MONTH; 0 HOURS DURING TRADING TRELLIS SUPPORTIVE CARE FOUNDATION; NOT INV RELATED; WINSTON SALEM,NC;BOARD OF DIRECTORS; START DATE: 01/01/2026; 1 HRS PER MONTH; 1 HRS DURING TRADING; |

Exams

• S66 Uniform Combined State Law Examination
  2009-03-18

Other Names

• William Goodson
• Will Goodson
• William Thomas Goodson