John
Goodson
Kingswood Wealth Advisors, LLC
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About this Advisor
John Goodson is a financial advisor based in Winchester, Tennessee, working with Kingswood Wealth Advisors, LLC. John has previously held positions at Raymond James Financial Services Advisors, Inc, Myers Point LLC, Great Lakes & Atlantic Wealth Management And Advisory Partners, Uhlmann Price Securities, LLC, Goodson Wealth Management, Eudaimonia Partners, LLC, Purshe Kaplan Sterling Investments, Kingswood Wealth Partners, and Kingswood Capital Partners. John has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in Alabama, Louisiana, and Tennessee. Currently, John is part of Kingswood Wealth Advisors, LLC, which operates out of Winchester, Tennessee. The firm has 43 offices and 80 employees. The firm manages assets totaling $2.5 billion and serves charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, and other services. The fee structure at Kingswood Wealth Advisors, LLC includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Kingswood Wealth Advisors, LLC Brokerage Details
$2,470,940,336
80
9,250
$267,129
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Other
John Goodson Work History
Kingswood Wealth Partners
Kingswood Capital Partners
Eudaimonia Partners, LLC
Goodson Wealth Management
Myers Point LLC
Purshe Kaplan Sterling Investments
Great Lakes & Atlantic Wealth Management And Advisory Partners
Uhlmann Price Securities, LLC
Raymond James Financial Services Advisors, Inc
Disclosures
Please visit the SEC profile of John Goodson to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Kingswood Wealth Advisors, LLC
Raleigh, NC
Stockbridge, GA
Onancock, VA
Severna Park, MD
San Diego, CA
Mcdonough, GA
Redondo Beach, CA
San Diego, CA
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