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Nathan Daniel Goad

Alden Investment Group

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About Nathan Daniel Goad

Nathan Goad is a financial advisor with Alden Investment Group, based in Wayne, Pennsylvania. Nathan has over 14 years of experience in the financial services industry. He is a Certified Financial Planner™ professional and holds the Series 6, 7, 63 and 65 licenses. Nathan specializes in providing financial planning, retirement planning and portfolio management services to individuals and families. He is also registered to offer investment advisory services in Florida and Arizona.

Firm Information

Nathan Goad is currently registered with Alden Investment Group. Alden Investment Group, headquartered in WAYNE, PA, is an investment advisory firm with approximately $290.95 million in regulatory assets under management. The firm provides financial planning and portfolio management services to individuals, high-net-worth individuals, and pension and profit-sharing plans. Alden Investment Group also offers other advisory services, including retirement plans. The firm has 5 licensed agents, 30 registered representatives, and 26 investment advisory functions.
Alden Investment Group

37 WEST AVENUE

WAYNE, PA 19087-3226

$290.95M

Assets Under Management

Not reported

Total Clients

30

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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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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retirement plans

Retirement plans

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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Nathan Goad’s Registration & Firm History

PA

07/28/2022 - Present

Alden Investment Group (WAYNE PA)

FL

05/06/2015 - 05/17/2021

CETERA INVESTMENT SERVICES LLC (CLEARWATER FL)

FL

01/14/2008 - 04/25/2011

TRANSAMERICA FINANCIAL ADVISORS, INC (ST. PETERSBURG FL)

FL

09/24/2007 - 11/28/2007

INTERSECURITIES, INC. (TAMPA FL)

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Licenses & Designations

BC

Issued 06/05/2023

Series 63 - Uniform Securities Agent State Law Examination

IA

Issued 06/07/2011

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 05/06/2015

Series 7 - General Securities Representative Examination

BC

Issued 09/21/2007

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Nathan Daniel Goad.
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