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Ashley Kristin Goggins

Hidden Cove Wealth Management

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About Ashley Kristin Goggins

Ashley Kristin Goggins is a financial advisor based in Bainbridge Island, Washington, and is currently registered with Hidden Cove Wealth Management. Ashley has been working in the financial industry since 2005. Ashley's previous employers include Morgan Stanley and UBS Financial Services Inc. Ashley holds Series 7, 9, 10, 31, 63, and 66 securities licenses.

Firm Information

Ashley Goggins is currently registered with Hidden Cove Wealth Management. Hidden Cove Wealth Management is a registered investment advisor based in Bainbridge Island, Washington. They offer a range of services, including financial planning, portfolio management for individuals, and pension consulting. The firm manages approximately $252,904,408 in assets for a diverse client base, including high-net-worth individuals, pension plans, and corporations.
Hidden Cove Wealth Management

249 WINSLOW WAY EAST

BAINBRIDGE ISLAND, WA 98110

$252.90M

Assets Under Management

Not reported

Total Clients

6

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Ashley Goggins’s Registration & Firm History

WA

03/25/2022 - Present

Hidden Cove Wealth Management (BAINBRIDGE ISLAND WA)

WA

06/01/2009 - 09/29/2021

MORGAN STANLEY (Seattle WA)

WA

04/02/2007 - 06/01/2009

MORGAN STANLEY & CO. INCORPORATED (SEATTLE WA)

WA

09/22/2006 - 04/02/2007

MORGAN STANLEY DW INC. (SEATTLE WA)

WA

08/12/2006 - 09/26/2006

UBS FINANCIAL SERVICES INC. (SEATTLE WA)

WA

11/02/2005 - 08/12/2006

PIPER JAFFRAY & CO. (SEATTLE WA)

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Licenses & Designations

BOTH

Issued 02/02/2008

Series 66 - Uniform Combined State Law Examination

BC

Issued 11/19/2005

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 03/29/2024

Series 10 - General Securities Sales Supervisor - General Module Examination

BC

Issued 03/29/2024

Series 9 - General Securities Sales Supervisor - Options Module Examination

BC

Issued 03/29/2024

Series 7TO - General Securities Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 02/23/2008

Series 31 - Futures Managed Funds Examination

BC

Issued 09/28/2005

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Ashley Kristin Goggins.
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