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Ashlee Goodman

6 Years of Experience
Seneca, PA
Broker

Ashlee Goodman is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Seneca, PA, with 6 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
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Location

3152 State Route 257, Seneca, PA, 16346

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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 Activities

Ashlee works as an independent contractor and financial advisor for SJ Young Financial LLC since 2022. This takes about half of her time, including during trading hours.

Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
April 2020 - Present · 6 yrs 1 mo
Raymond James Financial Services, INC.Broker
October 2019 - Present · 6 yrs 7 mos
State Registrations10 states
ARCOFLINMDNCNYOHPASC
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.
Ashlee Goodman - Financial Advisor | TrueAdvisor