David Goins is a CFP-designated registered investment advisor, based in Marysville, OH, with 32 years of industry experience.
Location
103 Professional Pkwy., Suite A, Marysville, OH, 43040
Get directionsHistory
Regulatory History
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
David sells fixed insurance, dedicating minimal time to this activity. He is also the president of Goins Wealth Strategies, LLC, an entity created for his securities business, and spends all of his time on this.
Employment History
Current Registrations
Raymond James Financial Services, INC.Broker
Raymond James Financial Services Advisors, INC
Previous Registrations
Commonwealth Financial Network
Commonwealth Financial NetworkBroker
Citigroup Global Markets INC.
Citigroup Global Markets INC.Broker
Edward JonesBroker
Prudential Securities IncorporatedBroker
State Registrations16 states
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.