MG
MG

Martina Goddard

37 Years of Experience
Cushing, OK
Broker

Martina Goddard is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Cushing, OK, with 37 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
6484 advisors
IM Fee
Planning only
Assets Under Management
$390.0B

Fee Structure

Hourly Rate:Up to $400/hr
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Location

300 N. Harrison Avenue, Suite 103, Cushing, OK, 74023

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Martina is an owner and financial advisor at Grace Financial Planning since 2016. This activity takes about half of Martina's time, including during trading hours.

Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
January 2010 - Present · 16 yrs 6 mos
Raymond James Financial Services, INC.Broker
January 2010 - Present · 16 yrs 6 mos
Previous Registrations
Primevest Financial Services, INC.
November 2007 - December 2009 · 2 yrs 1 mo
Primevest Financial Services, INC.Broker
July 2007 - December 2009 · 2 yrs 5 mos
Primevest Financial Services, INC.Broker
December 1995 - June 2007 · 11 yrs 6 mos
The Lloyd Financial GroupBroker
October 1994 - December 1995 · 1 yr 2 mos
Primevest Financial Services, INC.Broker
February 1993 - September 1994 · 1 yr 7 mos
Brokers Transaction Services, INC.Broker
September 1992 - February 1993 · 5 mos
Nap Financial CorporationBroker
March 1992 - September 1992 · 6 mos
Marketing One Securities, INC.Broker
January 1989 - October 1991 · 2 yrs 9 mos
Marketing One Securities, INC.Broker
September 1987 - April 1988 · 7 mos
State Registrations9 states
ARKSMONCOHOKSDTNTX
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
Martina Goddard - Financial Advisor | TrueAdvisor