GG
CFA · CFP
GG
CFA · CFP

Gregory David Goodson

10 Years of Experience
Broker
Areas of Practice
Investment Management
Compensation
Fee-Only (AUM)
Firm Size
58 advisors
Number of Clients
2,261 clients
Average Client Portfolio
$112.3M average
Assets Under Management
$253.8B
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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 · 6 yrs 11 mos
Voya Investments Distributor, LLCBroker
March 2019 - Present · 6 yrs 11 mos
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
Exams
No exam information available for this advisor.