Neil Goetzman
Neil Goetzman is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Alexandria, VA, with 38 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
Firm Size
IM Fee
Assets Under Management
Location
1800 Diagonal Road, Suite 555, Alexandria, VA, 22314
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Neil is involved in several business activities, including ownership of rental real estate properties and being a managing partner/owner in Goetzman Nau Financial Partners LLC and Goetzman Wealth Management, LLC. He dedicates minimal time to each of these ventures.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations37 states
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