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Bradley Goodwin
from San Luis Wealth Advisors
Bradley Goodwin is a financial advisor based in California, San Luis Obispo,
with 30 years of experience. Bradley currently works for
San Luis Wealth Advisors.
Bradley maintains the following licenses: S63 (Uniform Securities Agent State Law Examination), S65 (Uniform Investment Adviser Law Examination), qualifying them as both a securities agent and an investment advisor representative.
This advisor is a SEC regulated
Fiduciary duty to act in the best interests of your finances
Regulated by The Securities and Exchange Commission (SEC)
Transparent about fees and never take commission when recommending a financial product
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Bradley Goodwin works at San Luis Wealth Advisors
San Luis Wealth Advisors is a financial advisory firm based in San Luis Obispo, California. It currently has approximately $495,028,123 of assets under management and employs about 7 people. San Luis Wealth Advisors uses a fee structure of a percentage of assets under your management, hourly charges and fixed fees.
Certifications and registrations
Uniform Securities Agent State Law Examination (S63)
Uniform Investment Adviser Law Examination (S65)
Years registered
20 years
Fee structure
A percentage of assets under your management, hourly charges and fixed fees
Office location
735 Tank Farm Road, Suite 264, San Luis Obispo, California, 93401
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