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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Bradley? Claim Your ProfileBradley Judson Goodwin is an investment advisor representative with San Luis Wealth Advisors, a registered investment advisor based in San Luis Obispo, California. Bradley has been in the financial services industry since 1994, and holds Series 7, Series 31, Series 63, and Series 65 licenses. Goodwin has experience working with clients of all types, including high-net-worth individuals, corporations, and charitable organizations. Bradley offers a variety of investment advisory services, including financial planning, portfolio management, and financial consulting.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Personalized portfolio management to meet individual financial objectives.
Financial consulting
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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CA
05/10/2021 - Present
SAN Luis Wealth Advisors (SAN LUIS OBISPO CA)
CA
03/23/2009 - 07/24/2020
WELLS FARGO CLEARING SERVICES, LLC (SAN LUIS OBISPO CA)
CA
12/13/2002 - 04/15/2009
UBS FINANCIAL SERVICES INC. (SAN LUIS OBISPO CA)
NY
10/19/1999 - 12/16/2002
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
CA
07/02/1996 - 06/28/1999
BA INVESTMENT SERVICES, INC. (OAKLAND CA)
NY
11/08/1994 - 07/10/1996
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
IA
Issued 11/25/1994
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/25/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/29/2003
Series 31 - Futures Managed Funds Examination
BC
Issued 11/07/1994
Series 7 - General Securities Representative Examination
Active
Inactive
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