Andrew Goo
Andrew Goo is a registered investment advisor at Trueplan Benefit and Retirement Advisors, based in Latham, NY, with 13 years of industry experience. Andrew is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Retirement Planning. Their firm serves 48 clients with $5.1B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
Location
Latham, NY
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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 Activities
Andrew receives rental income from a two-family house he owns. This activity is not investment-related.
Employment History
Current Registrations
Healthcare Community Securities CORP.
Trueplan Benefit and Retirement Advisors
Healthcare Community Securities CORP.Broker
Previous Registrations
Transamerica Retirement Advisors, LLC
Transamerica Investors Securities CorporationBroker
Nationwide Investment Services CorporationBroker
State Registrations3 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.
Exams
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