SG
CFP
SG
CFP

Sean Goodrich

27 Years of Experience
St. Petersburg, FL
1 DisclosureBroker

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. 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
Loading...

Location

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

Get directions

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
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 1 mo
Raymond James Financial Services, INC.Broker
April 2018 - Present · 8 yrs 1 mo
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 Registrations37 states
ALAZCACOCTDCFLGAHIIDILINKSLAMAMIMNMOMSMTNCNJNMNVNYOHOKPARISCTNTXUTVAVTWAWI
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.