Raymond McGovern, financial advisor Fort Walton Beach FL

Raymond McGovern

CRD Number: 1158022
Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated

Raymond McGovern (CRD# 1158022) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Fort Walton Beach, FL and has over 40 years of experience in the finance industry.

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Company Name Location Dates Years
Bank Of America, N.a. Fort Walton Beach, FL Jul 2011 - Current 12
Merrill Lynch, Pierce, Fenner & Smith Incorporated Fort Walton Beach, FL Oct 1981 - Current 42
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Aug 1983
S65 NASAA Investment Advisors Law Examination Nov 1995
Contact Info for Raymond J. McGovern
Phone Number: 800-637-7455
Registered State(s):
  • FL
  • TX
By the Numbers
  • Total Assets Under Management
    1,271,594
    MILLIONS
  • Total Number of Accounts
    2,911,578
    ACCOUNTS
  • Average Account Value
    $436,737
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • 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, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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