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Matthew Goodrich

27 Years of Experience
Bellingham, WA
1 DisclosureBroker

Matthew Goodrich is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Bellingham, WA, with 27 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

12 Bellwether Way, Ste 215, Bellingham, WA, 98225

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History

Regulatory History (1)
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Criminal
January 1986
Final Disposition
Other Business Activities

Matthew is the CEO of Goodrich & Associates, LLC, a support company, dedicating minimal time to it. He also serves as an officer, advisor, bookkeeper, and owner of Goodrich & Associates, LLC, an independent RIA, spending a few hours per week on fee-based financial planning.

Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
April 2013 - Present · 13 yrs 1 mo
Goodrich & Associates, LLC
January 2000 - Present · 26 yrs 4 mos
Raymond James Financial Services, INC.Broker
October 1998 - Present · 27 yrs 7 mos
State Registrations24 states
AKALARAZCACOFLHIIDILINMDMTNCNMNVNYOHORPASCTNTXWA
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.