Joan Goshow (CRD# 1009814) is an Investment Advisor Representative working at Wells Fargo Advisors in Exton, PA and has over 42 years of experience in the finance industry. Joan Goshow has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 5921051
Lincoln Financial Advisors Corporation
CRD# 5231432
Ameriprise Financial Services, LLC
CRD# 4568497
Tower Bridge Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Wells Fargo Advisors Financial Network LLC | Malvern, PA | May 2009 - Current | 15 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Oct 1981 |
| S65 | NASAA Investment Advisors Law Examination | Dec 1992 |
- PA
- TX
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Total Assets Under Management154,192MILLIONS
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Total Number of Accounts346,499ACCOUNTS
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Average Account Value$445,000
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Commissions
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Other
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