MG
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Michael Goldman

36 Years of Experience
Columbus, GA
1 DisclosureBroker

Michael Goldman is a registered investment advisor at Raymond James & Associates, INC., based in Columbus, GA, with 36 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 531,617 clients with $500B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
5669 advisors
IM Fee
Planning only
Assets Under Management
$501.0B

Fee Structure

Investment management only (planning not offered)
Hourly Rate:Up to $400/hr
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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
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 3 mos
Raymond James & Associates, INC.Broker
February 2013 - Present · 13 yrs 3 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
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AdvisorBrokerBoth

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Exams
No exam information available for this advisor.
Michael Goldman - Financial Advisor | TrueAdvisor