AG
AG

Alex Goodwin

7 Years of Experience
Grand Rapids, MI
Broker

Alex Goodwin is a registered investment advisor at Raymond James & Associates, INC., based in Grand Rapids, MI, with 7 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 531,617 clients with $500B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
5669 advisors
IM Fee
Planning only
Assets Under Management
$501.0B

Fee Structure

Investment management only (planning not offered)
Hourly Rate:Up to $400/hr
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Location

100 Crahen Ave NE, Suite 200, Grand Rapids, MI, 49525

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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

Alex is a partner in AMA8 LLC, involved in buying/selling rental real estate since May 2023, and spends minimal time on it. Alex is also involved with Goodwin Management Partners, LLC & AMA8 LLC and Pennsburg Rentals LLC, focusing on banking and financial management for the latter, dedicating minimal time to each.

Employment History
Current Registrations
Raymond James & Associates, INC.Broker
May 2023 - Present · 3 yrs
Raymond James & Associates, INC.
May 2023 - Present · 3 yrs
Raymond James & Associates, INC.
May 2023 - Present · 3 yrs
Previous Registrations
Raymond James Financial Services Advisors, INC
April 2022 - April 2023 · 1 yr
Raymond James Financial Services, INC.Broker
April 2022 - April 2023 · 1 yr
Columbia Management Investment Advisers, LLC
March 2021 - April 2022 · 1 yr 1 mo
Columbia Management Investment Distributors, INC.Broker
February 2021 - April 2022 · 1 yr 2 mos
Raymond James & Associates, INC.
February 2019 - February 2021 · 2 yrs
Raymond James & Associates, INC.Broker
February 2019 - February 2021 · 2 yrs
Raymond James & Associates, INC.Broker
September 2018 - November 2018 · 2 mos
State Registrations2 states
MIOH
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.
Alex Goodwin - Financial Advisor | TrueAdvisor