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Michael Goldman

Raymond James & Associates, INC.
36 Years of Experience
Columbus, GA
1 DisclosureBroker
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Michael Goldman is a registered investment advisor at Raymond James & Associates, INC., based in Columbus, GA, with 36 years of industry experience. Michael is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 3 more. Their firm serves 531,617 clients with $500B in assets under management.

Raymond James & Associates, INC.
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
5819 advisors
Number of Clients
531,617 clients
Average Client Portfolio
$942K average
Assets Under Management
$501.0B

Fee Structure

Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.25%

Fees are not to exceed an annual rate of 2.25% of the value of assets on which investment consulting services are provided. Specific fee schedules for wrap fee programs and managed accounts are detailed in the separate Wrap Fee Program Brochure.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

260 Brookstone, Centre Parkway, Columbus, GA, 31904

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History

Regulatory History (1)
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Customer Dispute
August 2009
Closed-No Action
View Full SEC ReportHow to Read Disclosures
Other Business Activities

Michael volunteers in food service at Celebrity's Casseroles, dedicating minimal time. He also holds an honorary consulting position as immediate past president at Shearith Israel Synagogue, which is considered investment-related and also takes minimal time.

Employment History
Current Registrations
Raymond James & Associates, INC.
February 2013 - Present · 13 yrs 8 mos
Raymond James & Associates, INC.Broker
February 2013 - Present · 13 yrs 8 mos
Previous Registrations
Morgan Keegan & Company, INC.
February 2003 - February 2013 · 10 yrs
Morgan Keegan & Company, INC.Broker
September 2001 - February 2013 · 11 yrs 5 mos
The Robinson-Humphrey Company, LLCBroker
October 1997 - September 2001 · 3 yrs 11 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
March 1990 - October 1997 · 7 yrs 7 mos
State Registrations13 states
ALAZFLGAILKSMAMDOHSCTNTXVA
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.
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