Skip to content

Raymond Brown

Investment adviser representative at Goodwin Investment Advisory
14 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$397MFirm assets

Are you Raymond Brown? Claim your profile

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

14 years in the industry.

  1. Goodwin Investment AdvisoryAug 2022 to now
  2. Cast & Crew ProductionMay 2012 to now

Designations

  • CFP® certification

Exams passed

  • Series 65 · Uniform Investment Adviser Law2022

State registrations

Registered as an investment adviser representative in 1 state (GA).

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
7604484
Firm CRD
131193
Advisor's SEC record (opens in a new tab)
CallContact this firm