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Gary Goeppinger

8 Years of Experience
Pensacola, FL
BrokerSells Insurance

Gary Goeppinger is a registered investment advisor, based in Pensacola, FL, with 8 years of industry experience.

Location

220 E. Nine Mile Road, Pensacola, FL, 32534

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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.

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Other Business ActivitiesSells Insurance

Gary is an insurance agent selling life, long-term care, and annuity products, dedicating a few hours per week to this activity. He also receives residual income as an independent insurance agent and works a few hours per week as a tutor for securities licensing exams.

Employment History
Current Registrations
Raymond James Financial Services, INC.Broker
December 2025 - Present · 7 mos
Raymond James Financial Services Advisors, INC
December 2025 - Present · 7 mos
Previous Registrations
Lifestyle Asset Management, INC.
August 2025 - December 2025 · 4 mos
Jim Poe & Associates, INC.
March 2024 - December 2024 · 9 mos
Trs Advisors, LLC
March 2024 - November 2025 · 1 yr 8 mos
Forthright Capital Advisory
August 2023 - March 2024 · 7 mos
Advisory Services Network
June 2021 - December 2021 · 6 mos
Concert Wealth Management
November 2013 - March 2016 · 2 yrs 4 mos
Securities America, INC.Broker
January 2013 - November 2013 · 10 mos
Securities America Advisors, INC.
January 2013 - November 2013 · 10 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
November 2011 - January 2013 · 1 yr 2 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
November 2011 - January 2013 · 1 yr 2 mos
Edward Jones
May 2010 - October 2011 · 1 yr 5 mos
Edward JonesBroker
May 2010 - October 2011 · 1 yr 5 mos
State Registrations6 states
ALFLINNCTNTX
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.
Gary Goeppinger - Financial Advisor | TrueAdvisor