Richard Goldman (CRD# 5998397) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Newton, MA and has over 13 years of experience in the finance industry.
CRD# 2513892
Advanced Portfolio Design, LLC
CRD# 4046712
Stonehearth Capital Management
CRD# 2086353
Fidelity Personal And Workplace Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Raymond James Financial Services, Inc. | Newton Lower Falls, MA | Oct 2021 - Current | 2 |
| Raymond James Financial Services Advisors, Inc. | Newton Lower Falls, MA | Oct 2021 - Current | 2 |
| North Atlantic Investment Partners, LLC | Newton, MA | Oct 2021 - Current | 2 |
| Lpl Financial, LLC | Waltham, MA | Dec 2011 - Oct 2021 | 9 |
| Bay Financial Advisors, Inc. | Waltham, MA | Aug 2012 - Dec 2018 | 6 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Feb 2012 |
| S65 | NASAA Investment Advisors Law Examination | May 2010 |
- MA
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Total Assets Under Management275,430MILLIONS
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Total Number of Accounts985,117ACCOUNTS
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Average Account Value$279,591
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Other
- 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
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, WY
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