JG
JG

Joseph Godbout

5 Years of Experience
St. Petersburg, FL
Broker

Joseph Godbout is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in St. Petersburg, FL, with 5 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

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

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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

Joseph works as an associate/employee for Goodrich Wealth Planning, performing administrative duties such as opening and closing accounts. This takes about half of Joseph's time.

Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
October 2023 - Present · 2 yrs 11 mos
Raymond James Financial Services, INC.Broker
September 2023 - Present · 3 yrs
Previous Registrations
Purshe Kaplan Sterling InvestmentsBroker
July 2023 - September 2023 · 2 mos
Concurrent Investment Advisors, LLC
June 2023 - September 2023 · 3 mos
Raymond James Financial Services Advisors, INC
January 2022 - June 2023 · 1 yr 5 mos
Raymond James Financial Services, INC.Broker
January 2022 - June 2023 · 1 yr 5 mos
VALIC Financial Advisors, INC.
December 2018 - March 2020 · 1 yr 3 mos
VALIC Financial Advisors, INC.Broker
September 2018 - March 2020 · 1 yr 6 mos
State Registrations3 states
FLGANC
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.
Joseph Godbout - Financial Advisor | TrueAdvisor