GS
GS

Goda Stevens

4 Years of Experience
Broker
Areas of Practice
Financial Planning & CoachingRetirement PlanningEstate PlanningInsurance PlanningInvestment Management
Compensation
Fee-Only (AUM)
Firm Size
54 advisors
Number of Clients
2,599 clients
Average Client Portfolio
$661K average
Assets Under Management
$1.7B

Fee Structure

Financial Planning:Included in AUM fee
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Location

North Kingstown, RI

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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

Goda works as a Senior Regional Administrative Manager for Ashton Thomas Private Wealth, LLC, providing investment advisory services. This activity is investment-related and takes nearly full-time hours.

Employment History
Current Registrations
Ashton Thomas Securities, LLC
May 2025 - Present · 9 mos
Ashton Thomas Securities, LLCBroker
May 2025 - Present · 9 mos
Ashton Thomas Private Wealth
May 2021 - Present · 4 yrs 9 mos
State Registrations3 states
NETXWY
Advisor
Exams
No exam information available for this advisor.