Nathan Christopher Goodwin
CFP®Professional Summary
Nathan Christopher Goodwin, CFP® is a registered financial advisor currently at BCS WEALTH MANAGEMENT, LLC located in Kingsport, Tennessee. Nathan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2013. Nathan has worked at 2 firms and has passed the Series 66, SIE and Series 7 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
There are no additional aliases reported.
Similar Advisors
OCCIDENTAL ASSET MANAGEMENT, LLC
FREEDOM FINANCIAL ADVISORS, LLC
KESTRA ADVISORY SERVICES, LLC
PERELLA WEINBERG PARTNERS LP
Videos & Posts
This advisor has not added any videos or posts yet.
Similar Advisors
OCCIDENTAL ASSET MANAGEMENT, LLC
FREEDOM FINANCIAL ADVISORS, LLC
KESTRA ADVISORY SERVICES, LLC
PERELLA WEINBERG PARTNERS LP
Contact Information
This advisor has not claimed their profile yet, so there is no contact information to display at this time.
Similar Advisors
OCCIDENTAL ASSET MANAGEMENT, LLC
FREEDOM FINANCIAL ADVISORS, LLC
KESTRA ADVISORY SERVICES, LLC
PERELLA WEINBERG PARTNERS LP
Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
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.
Similar Advisors
OCCIDENTAL ASSET MANAGEMENT, LLC
FREEDOM FINANCIAL ADVISORS, LLC
KESTRA ADVISORY SERVICES, LLC
PERELLA WEINBERG PARTNERS LP
Credentials
Years of Experience
13 years in the financial services industry
Current & Past Employments
Similar Advisors
OCCIDENTAL ASSET MANAGEMENT, LLC
FREEDOM FINANCIAL ADVISORS, LLC
KESTRA ADVISORY SERVICES, LLC
PERELLA WEINBERG PARTNERS LP
Current Firm
BCS FINANCIAL, LLC | STILL WATERS FAMILY OFFICE | BCS WEALTH MANAGMENT, LLC | BCS WEALTH MANAGEMENT, LLC
Contact Information
Main Address
541 Sid Martin Road Suite A, Johnson City, TN 37615Phone Number
(423) 283-9821# of Employees
12SEC notice filing (8 States and Territories)
Registered to provide investment advisory services in 8 US states and territories.
Documents
Part 2 Brochures
Regulatory Assets Under Management
Total Number of Accounts
1,862AUM (Assets Under Management)
$987,373,384Accountant Surprise Examination Report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 12/19/2025 | Cover Page | Report |
| 09/25/2024 | Cover Page | Report |
| 08/08/2023 | Cover Page | Report |
Similar Advisors
OCCIDENTAL ASSET MANAGEMENT, LLC
FREEDOM FINANCIAL ADVISORS, LLC
KESTRA ADVISORY SERVICES, LLC
PERELLA WEINBERG PARTNERS LP
Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
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.
Similar Advisors
OCCIDENTAL ASSET MANAGEMENT, LLC
FREEDOM FINANCIAL ADVISORS, LLC
KESTRA ADVISORY SERVICES, LLC
PERELLA WEINBERG PARTNERS LP
Primary Firm SEC Registration
BCS FINANCIAL, LLC | STILL WATERS FAMILY OFFICE | BCS WEALTH MANAGMENT, LLC | BCS WEALTH MANAGEMENT, LLC
State Registrations and Notice Filings
(2/3/2015)
Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Similar Advisors
OCCIDENTAL ASSET MANAGEMENT, LLC
FREEDOM FINANCIAL ADVISORS, LLC
KESTRA ADVISORY SERVICES, LLC
PERELLA WEINBERG PARTNERS LP
CRS (Client Relationship Summary) - RIA
Click below to view Nathan Christopher Goodwin's CRS (Customer Relationship Summary).
Similar Advisors
OCCIDENTAL ASSET MANAGEMENT, LLC
FREEDOM FINANCIAL ADVISORS, LLC
KESTRA ADVISORY SERVICES, LLC
PERELLA WEINBERG PARTNERS LP
