JG
James D. Good
TURNING POINT FINANCIAL
Camp Hil, PA 17011
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CRD#: 2466989
JG
Professional summary
James Daniel Good, CFP®, ChFC®, CLU® is a registered financial advisor currently at TURNING POINT FINANCIAL located in Camp Hil, Pennsylvania.
James is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1994. James has worked at 5 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 6 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
1) MUSICAN POSITION: MUSICIAN NATURE: ENTERTAINMENT INVESTMENT RELATED: NO NUMBER OF HOURS: 30 INVESTMENT RELATED HOURS: 0 START DATE: 07/01/1974 ADDRESS: 405 LIMEKILN ROAD, NEW CUMBERLAND PA 17070 DESCRIPTION: RECORD, PERFORM, TEACH & SELL BLUEGRASS MUSIC 2) Board Member; Home Mission Council; Location: 900 South Arlington Avenue, Suite 120B Harrisburg Pa 17109 U.S.A.; Description of the business: Home Mission Council assists The Eastern Regional Conference in its missionary and evangelistic work by making funds available through loans to units of the Church for the acquisition, construction and improvement of churches and church-related facilities. Individuals and churches in Pennsylvania can invest in HMC Certificates of Investment, with terms ranging from one to five years with interest rates dependent on the term. Responsibilities Duties: Attend and participate in HMC board meetings. Review HMC financial statements in preparation for board meetings.; Start date with business: 2022-04-19; Hours per month devoted to business during trading hours: 0; Hours per month devoted to business outside trading hours: 5; Percentage of total yearly compensation expected to be derived from the business: 0; 3) Board Member; Cumberland County Affordable Housing Trust Fund Board; Investment related: No; One Courthouse Square, Suite 200 Carlisle PA 17013 U.S.A.; Cumberland County Ordinance 1996-1 established the County Affordable Housing Fund. The Affordable Housing Fund raises revenues to enable county residents to purchase or rent quality residential housing.; Duties: (1) Attend board meetings, (2) Review matters of fund allocation and advertisement, (3) Vote and make recommendations to County Commissioners; 2022-07-25; Hours per month devoted to business during trading hours: 0; Hours per month devoted to business outside trading hours: 2; Percentage of total yearly compensation expected to be derived from the business: 0;
CRS (Client Relationship Summary) - RIA
Click below to view James Daniel Good's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
Experience
Current
August 4, 2023 - Present
TURNING POINT FINANCIAL
Office #1: 704 Lisburn Road Suite 101, Camp Hil, PA 17011RIA
CRD#: 301282
Camp Hil, PA
Past
October 1, 2020 - March 27, 2024
WDC ADVISORS, LLC
RIA
CRD#: 309577
CAMP HILL, PA
Past
August 18, 2015 - May 24, 2021
HARVEST INVESTMENT SERVICES, LLC
RIA
CRD#: 159390
CAMP HILL, PA
Past
January 27, 2006 - December 31, 2016
CONCOURSE FINANCIAL GROUP SECURITIES, INC.
RIA
CRD#: 15708
Camp Hill, PA
Past
January 3, 1995 - July 18, 2018
CONCOURSE FINANCIAL GROUP SECURITIES, INC.
BD
CRD#: 15708
Camp Hill, PA
Past
March 28, 1994 - January 14, 1995
PRUCO SECURITIES, LLC.
BD
CRD#: 5685
NEWARK, NJ
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
TP
TURNING POINT FINANCIAL
TURNING POINT BENEFIT GROUP, INC. | TURNING POINT FINANCIAL
CRD#: 301282 / SEC#: 801-116895
RIA
Registered Investment Advisory firm - (7/3/2019 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Pennsylvania(8/4/2023)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
Current Firm
TP
TURNING POINT FINANCIAL
TURNING POINT BENEFIT GROUP, INC. | TURNING POINT FINANCIAL
CRD#: 301282 / SEC#: 801-116895
RIA
Registered Investment Advisory firm - (7/3/2019 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
7210 Corporate Ct. Ste A, Frederick, MD 21703
Mailing Address
Phone number
(301) 846-9336
Established
Firm type
Fiscal year end
# of Employees
25
SEC notice filing (20 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 2,659 |
| AUM (Assets Under Management) | $ 383,146,200 |
Red Flags
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