Daniel Goodwin
Daniel Goodwin is a ChFC-designated registered investment advisor at Cetera Investment Advisers LLC, based in Fredericksburg, VA, with 17 years of industry experience. Daniel operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
180 Chatham Heights Rd, Fredericksburg, VA, 22407
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Other Business ActivitiesSells Insurance
Daniel is an insurance agent and owner of Goodwin & Smith Insurance Services, and an agent for Avantax Insurance Agency, Anthem Blue Cross Blue Shield/Health Keeper, and Kaiser Permanente, selling various insurance and annuity products. He also assists with rental properties and is a board member for the Fredericksburg Masonic Museum Association, and consults on divorce-related financial matters.
Employment History
Current Registrations
Cetera Wealth Services, LLCBroker
Cetera Investment Advisers LLC
Previous Registrations
Avantax Advisory Services
Avantax Investment Services, INC.Broker
Interactive Financial Advisors
Brooklight Place Securities, INC.Broker
MML Investors Services, LLC
MML Investors Services, LLCBroker
State Registrations6 states
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