Margaret Goetz, financial advisor Concord Township OH
96 score

Margaret Goetz

CRD Number: 1029071
Current Firm: Raymond James Financial Services Advisors, Inc.

Margaret Goetz (CRD# 1029071) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Concord Township, OH and has over 31 years of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
Johnnycake Financial Services, Inc. Concord, OH Jun 2012 - Current 4
Raymond James Financial Services Concord, OH Jul 2011 - Current 5
Raymond James Financial Services Advisors Inc. Concord, OH Jul 2011 - Current 5
Valmark Securities, Inc. Akron, OH Mar 2003 - Jun 2011 8
Concord Advisors Concord, OH Mar 2003 - Jun 2011 8
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Feb 1985
Contact Info for Margaret A. Goetz
Phone Number: 727-567-5877
Registered State(s):
  • OH
By the Numbers
  • Total Assets Under Management
    64,210
    MILLIONS
  • Total Number of Accounts
    224,839
    ACCOUNTS
  • Average Account Value
    $285,581
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
96
Clean Record
This advisor has a clean track record with regulators.

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