Courtney Goodwin is a CFP-designated registered investment advisor, based in Scottsdale, AZ, with 9 years of industry experience. Courtney is also registered as a broker, so some compensation may come from commissions on products sold.
Location
14321 N Northsight Blvd, Scottsdale, AZ, 85260
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Regulatory History (1)
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Financial
June 2018Final
Employment History
Current Registrations
Vanguard Advisers, INC.
May 2026 - Present · 5 mos
Vanguard Marketing CorporationBroker
May 2026 - Present · 5 mos
Vanguard Marketing Corporation
May 2026 - Present · 5 mos
Previous Registrations
Strategic Advisers LLC
March 2026 - April 2026 · 1 mo
Fidelity Brokerage Services LLCBroker
November 2025 - April 2026 · 5 mos
Vanguard Advisers, INC.
January 2025 - July 2025 · 6 mos
Vanguard Advisers, INC.
October 2020 - December 2024 · 4 yrs 2 mos
Vanguard Marketing CorporationBroker
January 2017 - July 2025 · 8 yrs 6 mos
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
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.
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