Courtney Lynn Goodwin
Investment adviser representative at Vanguard Advisers, Inc.
10 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$344.6BFirm 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 assetsFixed or flat fee
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.
- Vanguard Advisers, Inc.May 2026 to now
- The Vanguard Group, IncMay 2026 to now
- Vanguard Marketing CorporationMay 2026 to now
- Fidelity Brokerage Services LLCOct 2025 to Apr 2026
- Fidelity InvestmentsOct 2025 to Apr 2026
- Strategic Advisors LLCOct 2025 to Apr 2026
- UnemployedJul 2025 to Oct 2025
- Self-employedJan 2021 to Dec 2022
- Self-employedJan 2020 to Dec 2020
- The Vanguard Group, IncDec 2016 to Jul 2025
- Self-employedJul 2016 to Dec 2016
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2017
- Series 66 · Uniform Combined State Law2020
State registrations
Registered as an investment adviser representative in 2 states (AZ, TX).
Vanguard Advisers, Inc.
$344.6BAssets managed
791,528Clients
2,464Advisers
31 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
- 6734284
- Firm CRD
- 106715