TG
TG

Tom Goodson

42 Years of Experience
Winston Salem, NC
Broker

Tom Goodson is a registered investment advisor at Wells Fargo Advisors, based in Winston Salem, NC, with 42 years of industry experience. Their practice areas include Retirement Planning. Their firm serves 401,726 clients with $200B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
3710 advisors
IM Fee
Planning only
Assets Under Management
$197.4B

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

380 Knollwood St., Suite 340, Winston Salem, NC, 27103

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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

Tom serves as a trustee for his cousin, an investment-related activity. This requires minimal time.

Employment History
Current Registrations
Wells Fargo Advisors
July 2023 - Present · 3 yrs
Wells Fargo Advisors Financial Network, LLCBroker
July 2023 - Present · 3 yrs
Previous Registrations
Wells Fargo Clearing Services, LLC
October 1999 - July 2023 · 23 yrs 9 mos
Wells Fargo Clearing Services, LLCBroker
October 1999 - July 2023 · 23 yrs 9 mos
First Union Capital Markets CORP.Broker
November 1983 - October 1999 · 15 yrs 11 mos
State Registrations26 states
AKALCACODCFLGAIAKYMAMDMIMTNCNJNYOHORPASCTNTXVAVTWAWY
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.
Tom Goodson - Financial Advisor | TrueAdvisor