Gregory Taylor Goff
Investment adviser representative at Goepper Burkhardt LLC
10 yearsExperience
4 statesRegistered in
CFP® certification, CFADesignations
$380.3MFirm 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 assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
10 years in the industry.
- Goepper Burkhardt LLCFeb 2025 to now
- Fiduciary Organization, LLCSep 2024 to Jan 2025
- Sound Wealth Management LLCMay 2022 to Feb 2025
- Prudential Financial Planning ServicesJan 2019 to May 2022
- Pruco Securities, LLCNov 2018 to May 2022
- District 5 InteriorsDec 2016 to Nov 2018
- Pruco Securities, LLCJun 2016 to Oct 2017
Designations
- CFP® certification
- CFA
Exams passed
- Series 63 · Uniform Securities Agent State Law2016
- Series 66 · Uniform Combined State Law2019
State registrations
Registered as an investment adviser representative in 4 states (GA, NC, SC, VA).
Goepper Burkhardt LLC
$380.3MAssets managed
245Clients
3Advisers
23 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
- 6655881
- Firm CRD
- 127896