WG
WG

William Goodson

17 Years of Experience
Winston Salem, NC
Broker

William Goodson is a registered investment advisor at Wells Fargo Advisors, based in Winston Salem, NC, with 17 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

William has 50% ownership in 2T Partners DBA Goodson & Nichols Financial Group, LLC. He is also a trustee for their 401k, an advisory board member and vice chairman for Poole College of Management Finance, and a finance committee member for Forsyth Country Club, dedicating minimal time to each of these roles.

Employment History
Current Registrations
Wells Fargo Advisors
July 2023 - Present · 2 yrs 10 mos
Wells Fargo Advisors Financial Network, LLCBroker
July 2023 - Present · 2 yrs 10 mos
Previous Registrations
Wells Fargo Clearing Services, LLC
March 2009 - July 2023 · 14 yrs 4 mos
Wells Fargo Clearing Services, LLCBroker
January 2009 - July 2023 · 14 yrs 6 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.
William Goodson - Financial Advisor | TrueAdvisor