Joseph M Beckford
Investment adviser representative at Goodwin Investment Advisory
20 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$397MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
20 years in the industry.
- Goodwin Investment AdvisoryMar 2011 to now
- B & G Financial Mortgage, LLCDec 2006 to Dec 2016
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2011
State registrations
Registered as an investment adviser representative in 2 states (GA, TX).
Goodwin Investment Advisory
Legal name: Goodwin Investment Advisory, LLC
$397MAssets managed
402Clients
8Advisers
6 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5899681
- Firm CRD
- 131193