TrueAdvisor
TrueAdvisor
GG
CFA · CFP
GG
CFA · CFP

Gregory Goodson

Voya Investment Management CO. LLC
11 Years of Experience
Atlanta, GA
Broker
View SEC Summary
View SEC Summary

Gregory Goodson is a CFA, CFP-designated registered investment advisor at Voya Investment Management CO. LLC, based in Atlanta, GA, with 11 years of industry experience. Gregory is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, Investment Management, Real Estate Investing. Their firm serves 566 clients with $270B in assets under management.

Voya Investment Management CO. LLC
Compensation
Fee-Only (% of Portfolio)
Firm Size
54 advisors
Number of Clients
566 clients
Average Client Portfolio
$485.8M average
Assets Under Management
$274.9B

Fee Structure

Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.00%

Standard fees range from 0.10% to 1.00% depending on the asset class and strategy (Equity: 0.15% to 0.90%; Fixed Income: 0.10% to 1.00%; Multi-asset: 0.15% to 1.00%; Wrap programs: 0.125% to 1.00%). Fees are negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

5780 Powers Ferry Rd. Nw, Atlanta, GA, 30327

Get directions

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.

Learn about disclosures →
Other Business Activities

Gregory is a board member for CFA chart holder/State of Georgia, dedicating a few hours per week to this activity. He also serves as Pool Committee Chairman for a neighborhood swim and tennis club, spending minimal time per month.

Employment History
Current Registrations
Voya Investment Management CO. LLC
March 2019 - Present · 7 yrs 7 mos
Voya Investments Distributor, LLCBroker
March 2019 - Present · 7 yrs 7 mos
Previous Registrations
Pinnacle Wealth Management, INC.
July 2016 - March 2019 · 2 yrs 8 mos
Securities America, INC.Broker
April 2016 - March 2019 · 2 yrs 11 mos
Fidelity Brokerage Services LLCBroker
December 2014 - March 2016 · 1 yr 3 mos
State Registrations1 state
GA
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.
More Advisors
More financial advisors in Atlanta, GA →All financial advisors in Georgia →