Perfil
Mr. Bradley J.
Goodwin is a Founder & Chief Executive Officer at SLWA LLC.
Mr. Goodwin began his career at Merrill Lynch.
Prior to founding San Luis Wealth Advisors, he was a Managing Director at Wells Fargo Advisors.
In addition to a career of being a Series 7 licensed securities broker, Brad has gained valuable experience in real estate investing.
His focus has been primarily on the multi-family market.
Further, he has also been active in private equity as an investor, as well as a consultant to capital raise campaigns for early stage companies.
He received his MBA from California Polytechnic State University (San Luis Obispo).
Cargos activos de Brad Goodwin
| Empresas | Cargo | Inicio |
|---|---|---|
SLWA LLC
 SLWA LLC Investment ManagersFinance SLWA LLC (dba San Luis Wealth Advisors) is an independent, SEC-registered investment advisor headquartered in San Luis Obispo, California. The firm was founded by Brad Goodwin in 2020 and provides investment management services and financial planning to individuals, families, trusts, charitable organizations and foundations, businesses, and pension plans. | Director Ejecutivo | 01/06/2020 |
Formación de Brad Goodwin.
| California Polytechnic State University (San Luis Obispo) | Masters Business Admin |
Experiencias
Funciones ocupadas
Activas
Inactivas
Empresas cotizadas
Empresas privadas
Relaciones
Relaciones de 1er grado
Empresas vinculadas al 1er grado
Hombre
Mujer
Administradores
Ejecutivos
Empresas relacionadas
| Empresas privadas | 1 |
|---|---|
SLWA LLC
SLWA LLC Investment ManagersFinance SLWA LLC (dba San Luis Wealth Advisors) is an independent, SEC-registered investment advisor headquartered in San Luis Obispo, California. The firm was founded by Brad Goodwin in 2020 and provides investment management services and financial planning to individuals, families, trusts, charitable organizations and foundations, businesses, and pension plans. | Finance |
- Bolsa de valores
- Insiders
- Brad Goodwin
