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James Daniel Good

Turning Point Financial

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About James Daniel Good

James Daniel Good is a financial advisor with Turning Point Financial, a registered investment advisor based in Frederick, Maryland. James has been in the financial industry for over 29 years. James is a Certified Financial Planner and Chartered Financial Consultant and holds Series 6, 7, and 63 securities licenses as well as a Series 65 investment advisor license. Prior to joining Turning Point Financial, James was a financial advisor for PROEQUITIES, INC. for over 23 years and for PRUCO SECURITIES CORPORATION for almost a year.

Firm Information

James Good is currently registered with Turning Point Financial. Turning Point Financial is an investment advisor based in Frederick, MD with $310 million in regulatory assets under management. The firm offers financial planning, portfolio management for individuals, and selection of other advisors. Turning Point Financial has 14 investment advisory functions and primarily serves high-net-worth individuals, corporations or other businesses, and individuals other than high-net-worth.
Turning Point Financial

7210 CORPORATE CT.

FREDERICK, MD 21703

$310.01M

Assets Under Management

Not reported

Total Clients

13

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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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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James Good’s Registration & Firm History

PA

08/04/2023 - Present

Turning Point Financial (Camp Hil PA)

PA

01/03/1995 - 07/18/2018

PROEQUITIES, INC. (Camp Hill PA)

NJ

03/28/1994 - 01/14/1995

PRUCO SECURITIES CORPORATION (NEWARK NJ)

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Licenses & Designations

IA

Issued 05/31/2000

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 03/30/1994

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 07/18/2018

SIE - Securities Industry Essentials Examination

BC

Issued 04/20/1999

Series 7 - General Securities Representative Examination

BC

Issued 03/25/1994

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for James Daniel Good.
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