Grant Goodwin, CFP®, CRPC

“I make every effort to ensure that my clients have a good understanding of what we are doing and why. I feel like I am making a positive difference in their lives.”

-  Grant Goodwin

 

As a Wealth Advisor, Grant is pleased to be part of a team that cares about their clients and puts them first- regardless of their stage in life or financial status. Since 2000, he has successfully assisted clients who have financial questions, who need financial guidance and who are simply not sure how to pursue their financial goals.

Grant was inspired by his mother’s tremendous work ethic, devotion, and guidance.  He has drawn upon his personal experiences to emulate these traits when serving his clients. Grant strives to understand each client on a personal level, to identify what is important to them, and to help them each step of the way.

A Charlotte resident for almost 7 years, Grant enjoys playing golf and watching soccer -especially ALT UTD- outside of work.

Affiliations:  Clarkston Warriors, College of Charleston; Theta Chi

Interesting Fact:  While living in Atlanta, Grant started a soccer team for immigrants/refugees; he was a mentor and taught them about our great country.

Recent Passport Stamp: Portugal

Niche:  Professionals in the pharmaceutical and biotech industries

Education:  College of Charleston, B.S. in Business Administration
 

Series 7	General Securities Registered Representative	Held with LPL Financial
Series 65	Uniform Investment Advisor Agent	Held with Independent Advisor Alliance
Series 66	Uniform Combined State Agent	Held with Independent Advisor Alliance & LPL Financial
Securities Registration States	AL, CT, FL, GA, IO, MA, NY, NC, SC, TN
Insurance Registration States	CA, CT, GA, NC, SC, TN

 

Securities offered through LPL Financial, Member FINRA / SIPC. Securities are offered through LPL Financial, Member FINRA/SIPC.  Blackbridge Financial is an other business name of Independent Advisor Alliance, LLC.  All investment advice is offered through Independent Advisor Alliance, LLC, a registered investment adviser.  Independent Advisor Alliance, LLC is a separate entity from LPL Financial.The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents with the following states: AK, AL, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IL, KY, IN, LA, MA, MD, ME, MI, MN, MO, MS, NC, NJ, NM, NV, NY, OH, OR, PA, PR, RI, SC, TX, TN, UT, VA, VT, WA, WI, WV