SG
CFP
SG
CFP

Stan Goodell

25 Years of Experience
Cottonwood Heights, UT
Broker

Stan Goodell is a CFP-designated registered investment advisor at Raymond James & Associates, INC., based in Cottonwood Heights, UT, with 25 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
Loading...

Location

6985 Union Park Ave, Suite 500, Cottonwood Heights, UT, 84047

Get directions

History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Learn about disclosures →
Other Business Activities

Stan owns Let's Get Away Properties, a short-term rental company managed by his brother and daughters, and spends minimal time on it. He also serves as HOA president for Mill Street Quarters Condo Association and owns MMFH, LLC, which owns his rental real estate portfolio; both require minimal time.

Employment History
Current Registrations
Raymond James & Associates, INC.
December 2020 - Present · 5 yrs 7 mos
Raymond James & Associates, INC.Broker
December 2020 - Present · 5 yrs 7 mos
Previous Registrations
Wells Fargo Clearing Services, LLC
November 2011 - December 2020 · 9 yrs 1 mo
Wells Fargo Clearing Services, LLCBroker
January 2011 - December 2020 · 9 yrs 11 mos
Wells Fargo Investments, LLCBroker
January 2002 - January 2011 · 9 yrs
Wells Fargo Securities, LLCBroker
June 2000 - January 2002 · 1 yr 7 mos
State Registrations40 states
ARAZCACOCTDCDEFLGAHIIAIDILKSMAMDMIMNMOMTNCNENHNJNMNVNYOHOKORPASDTNTXUTVAVTWAWIWY
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.
Stan Goodell - Financial Advisor | TrueAdvisor