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CFP

Sean Goodrich

Raymond James Financial Services Advisors, INC
27 Years of Experience
St. Petersburg, FL
1 DisclosureBroker
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Sean Goodrich is a CFP-designated registered investment advisor at Raymond James Financial Services Advisors, INC, based in St. Petersburg, FL, with 27 years of industry experience. Sean is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 508,439 clients with $390B in assets under management.

Raymond James Financial Services Advisors, INC
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
6724 advisors
Number of Clients
508,439 clients
Average Client Portfolio
$767K average
Assets Under Management
$390.0B

Fee Structure

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

Maximum annual fee percentage is 2.25% of assets under advisement. Specific fees are negotiable with your financial advisor based on time, complexity, and portfolio size.

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

Location

100 2nd Avenue South, Suite 704S, St. Petersburg, FL, 33701

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Criminal
April 1988
Final Disposition
View Full SEC ReportHow to Read Disclosures
Other Business Activities

Sean is an officer and director for Brookwood Florida and a director for the Morean Arts Center of St. Petersburg, both non-profits. He also owns rental real estate and Goodrich Wealth Planning, a support company used for marketing.

Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
April 2018 - Present · 8 yrs 6 mos
Raymond James Financial Services, INC.Broker
April 2018 - Present · 8 yrs 6 mos
Previous Registrations
Raymond James & Associates, INC.
March 2000 - April 2018 · 18 yrs 1 mo
Raymond James & Associates, INC.Broker
March 2000 - April 2018 · 18 yrs 1 mo
William R. Hough & CO.Broker
October 1998 - March 2000 · 1 yr 5 mos
State Registrations38 states
ALAZCACOCTDCFLGAHIIDILINKSLAMAMDMIMNMOMSMTNCNJNMNVNYOHOKPARISCTNTXUTVAVTWAWI
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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