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Brian E. Good

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CRD#: 4669938
BG

Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Brian Eric Good, who also goes by Brian E Good, was a registered financial professional .

Brian is a previously registered financial professional and started their career in finance in 2003. Brian had worked at 3 firms and has passed the Series 63 and Series 6 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Brian E Good

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.
DGK FINANCIAL ADVISORS GROUP, LLC; INVESTMENT RELATED - Y; ADDRESS: 1500 HORIZON DRIVE, SUITE 111, CHALFONT, PA 18914; TITLE: MEMBER; START DATE: 1/1/2014; APPROXIMATE MONTHLY HOURS DEVOTED TO THIS OTHER BUSINESS: < 10 HOURS; APPROXIMATE MONTHLY HOURS DEVOTED TO THIS OTHER BUSINESS DURING TRADING HOURS: < 10 HOURS; DUTIES: BOOKKEEPING, RECORD KEEPING

Blog Corner


CRS (Client Relationship Summary)


The CRS(Customer Relationship Summary) document is not provided.

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Past

October 25, 2013 - October 31, 2024

PILLAR WEALTH ADVISORS, LLC

RIA
CRD#: 159642
CHALFONT, PA
Past

May 17, 2006 - November 26, 2008

PRINCIPAL SECURITIES, INC.

BD
CRD#: 1137
WILMINGTON, DE
Past

July 25, 2003 - May 4, 2006

NEW ENGLAND SECURITIES

BD
CRD#: 615
NEW YORK, NY

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
RR
Series 63
Date: 7/21/2003
Uniform Securities Agent State Law Examination
General Industry/Product Exam

Current Firm


PW
PILLAR WEALTH ADVISORS, LLC
1847 WEALTH MANAGEMENT, LLC | PILLAR WEALTH STRATEGIES, LLC | PILLAR WEALTH ADVISORS, LLC | DGK FINANCIAL ADVISORS GROUP

CRD#: 159642 / SEC#: 801-110543

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Contact information


Main Address
223 Swinburne Road, West Chester, PA 19382
Mailing Address
844 E. Street Road #1029, Westtown, PA 19395-9998
Phone number
(302) 409-3500
Established
Firm type
Fiscal year end
# of Employees
8

Documents


Latest Form ADV

Part 2 Brochures

DISCLOSURE BROCHURE FOR PILLAR WEALTH ADVISORS, LLC (3/28/2024)

Regulatory assets under management


Total Number of Accounts790
AUM (Assets Under Management)$ 296,235,214

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


PILLAR WEALTH ADVISORS, LLC

CRD#: 159642

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