Citizens Securities
33yrs
Top advisor by experience in Malden
28yrs
Nathan Charles Goodwin
Financial advisor at Cambridge Investment Research Advisors
At a glance
Experience28 years (since 1998)
How that compares ?Top 17% by experience in Malden
Office389 Main St., Suite. 101, Malden, MA 02148
How the firm is paid ?Percent of assets, Hourly, Flat fee, Commissions, Other
States licensed ?1 state
Services through Cambridge Investment Research Advisors
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersMarket timingEducational seminars and workshops
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Uniform Securities Agent State Law Examination
Uniform Investment Adviser Law Examination
Career
- Aug 2026 – nowCambridge Investment Research Advisors, Inc.Current firm
- May 2025 – May 2026Ameritas Advisory Services, LLCPreviously
- Jul 2024 – Jan 2025Baldwin Wealth Partners, LLCPreviously
- Dec 2022 – Jul 2024KLR Investment Advisors, LLCPreviously
- 2016 – 2022Citizens Securities, Inc.Previously
- 2014 – 2016Signator Investors, Inc.Previously
Questions to ask Nathan
Tailored to Nathan’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Nathan
How do I contact Nathan?
Call Cambridge Investment Research Advisors at 641-472-5100 and ask for Nathan Charles Goodwin. Nathan works from the Malden, MA office.
How long has Nathan been a financial advisor?
Nathan has been in the industry since 1998, about 28 years. Top 17% by experience in Malden.
What licenses does Nathan hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Nathan a fiduciary?
Nathan is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Nathan paid?
Cambridge Investment Research Advisors reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees, commissions on some products, other fees. Ask Nathan for your total yearly cost in dollars.
Official record as of October 2, 2026.
This profile is for information only and is not financial advice or a recommendation.
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