Graham Goodwin
Graham Goodwin is a registered investment advisor at Raymond James & Associates, INC., based in Boston, MA, with 21 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
Firm Size
IM Fee
Assets Under Management
Fee Structure
Location
225 Franklin Street, Suite 1800, Boston, MA, 02110
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Graham owns rental real estate property in York, ME, since 2017, and is an investor in CCG Abra SPV LLC since 2021. He dedicates minimal time to each of these activities.
Employment History
Current Registrations
Raymond James & Associates, INC.
Raymond James & Associates, INC.Broker
Previous Registrations
Morgan StanleyBroker
Morgan Stanley & CO. IncorporatedBroker
Morgan Stanley Dw INC.Broker
State Registrations26 states
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