Advisor at Advisor Financial Group
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Location
Lincoln, AL
Credentials
CFP®, Series 63, Series 65
Industry experience
21 years
Jerry Goodson is a CFP® professional with 21 years of experience in financial advising. He has worked at Advisor Financial Group, Inc. since 1999 as its sole advisor. Advisor Financial Group provides wealth management and investment advisory services to individuals, professionals, executives, businesses, trusts, estates, and charitable organizations. The firm uses a consultative process with a focus on multi-asset class, multi-manager, long-term portfolio strategies, managing assets on a non-discretionary basis without taking custody or exercising discretionary trading authority.
$0 - $1,000,000: 1.00% annually $1,000,001 - $2,500,000: 0.80% annually $2,500,001 - $5,000,000: 0.70% annually $5,000,001 - $10,000,000: 0.60% annually $10,000,001+: 0.50% annually
Lincoln, AL
Alabama
Advisor Financial Group, Inc.
1999 - Present (27 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 66
Pell City, AL
LPL Financial
Jeffery Vandiver is a financial advisor with LPL Financial in Pell City, AL, holding a Series 66 designation and 12 years of industry experience. His prior roles include positions at Cetera Investment Services, Regions Bank, and PNC Bank. Outside of his advisory work, he is employed as a school bus driver with Pell City School Systems. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a range of financial planning and asset management solutions supported by an in-house research team and combines large-scale advisory operations with additional product offerings such as insurance and cash-management services.
Series 66
Pell City, AL
Cambridge Investment Research Advisors
Elizabeth Mitcham is a financial advisor at Cambridge Investment Research Advisors with three years of industry experience. She holds a Series 66 designation and previously worked at SA Stone Wealth Management and operated Mitcham Financial Services. Outside of advising, she owns businesses involved in retail sales and marketing in Birmingham, Alabama. Cambridge Investment Research Advisors serves a wide range of clients, including individual investors, retirement plans, and charitable organizations, through a large network of independent financial professionals. The firm offers financial planning, portfolio management, and retirement plan advisory services, utilizing multiple account platforms and both discretionary and non-discretionary investment approaches.
Series 66
Pell City, AL
Edward Jones
Series 63, Series 65
Cropwell, AL
Raymond James & Associates
Edward Baldwin Sr. is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 credentials and 25 years of industry experience. He has been with Raymond James and its affiliated entities since 2013. Outside of his advisory work, he serves as a trustee and successor trustee of a life insurance trust. Raymond James & Associates provides financial planning and investment consulting through its Wealth Advisory Services Program to a diverse client base, including individuals, employer-sponsored retirement plans, corporate and charitable entities, and government clients. The firm also offers institutional consulting and public finance services, supporting both retail and institutional investment needs.
Series 63, Series 65
Pell City, AL
Empower Advisory Group
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