GG
CFA · CFP
GG
CFA · CFP

Gregory Goodson

11 Years of Experience
Broker

Gregory Goodson is a CFA, CFP-designated registered investment advisor at Voya Investment Management CO. LLC, based in Atlanta, GA, with 11 years of industry experience. Gregory operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 2,261 clients with $250B in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
56 advisors
IM Fee
Planning only
Assets Under Management
$253.8B

Fee Structure

Investment management only (planning not offered)

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Location

5780 Powers Ferry Rd. Nw, Atlanta, GA, 30327

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Gregory is a board member for CFA chart holder/State of Georgia, dedicating a few hours per week to this activity. He also serves as Pool Committee Chairman for a neighborhood swim and tennis club, spending minimal time per month.

Employment History
Current Registrations
Voya Investment Management CO. LLC
March 2019 - Present · 7 yrs 1 mo
Voya Investments Distributor, LLCBroker
March 2019 - Present · 7 yrs 1 mo
Previous Registrations
Pinnacle Wealth Management, INC.
July 2016 - March 2019 · 2 yrs 8 mos
Securities America, INC.Broker
April 2016 - March 2019 · 2 yrs 11 mos
Fidelity Brokerage Services LLCBroker
December 2014 - March 2016 · 1 yr 3 mos
State Registrations1 state
GA
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
Gregory Goodson - Financial Advisor | TrueAdvisor