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Kimberly Caris Good

KCG Investment Advisory Services LLC

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About Kimberly Caris Good

Kimberly Caris Good is a financial advisor with KCG Investment Advisory Services LLC. Kimberly has been a financial advisor since 1988, and holds multiple professional designations, including Certified Financial Planner and Chartered Financial Consultant. Kimberly has extensive experience in providing financial planning services to individuals and families, and has been with KCG Investment Advisory Services LLC since 2011. Kimberly also offers educational seminars and publication of periodicals.

Firm Information

Kimberly Good is currently registered with KCG Investment Advisory Services LLC. KCG Investment Advisory Services LLC is a Registered Investment Adviser that provides financial planning, educational seminars, and portfolio management for individuals and businesses. They also offer publication of periodicals and selection of other advisers.

Not reported

Assets Under Management

1

Total Clients

1

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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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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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 businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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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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percentage of assets

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

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Kimberly Good’s Registration & Firm History

GA

01/03/2024 - Present

KCG Investment Advisory Services LLC (Savannah GA)

OH

08/12/1997 - 08/17/2000

NATCITY INVESTMENTS, INC. (CLEVELAND OH)

MA

08/08/1988 - 04/08/1997

MML INVESTORS SERVICES, INC. (SPRINGFIELD MA)

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Licenses & Designations

BC

Issued 09/27/1988

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 02/11/1989

Series 7 - General Securities Representative Examination

BC

Issued 12/29/1988

Series 22 - Direct Participation Programs Representative Examination

BC

Issued 08/05/1988

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Kimberly Caris Good.
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