Harry John Martin
Investment adviser representative at Goalvest Advisory LLC
18 yearsExperience
1 stateRegistered in
$777.6MFirm assets
7 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
18 years in the industry.
- Goalvest Advisory LLCFeb 2022 to now
- UnemployedFeb 2017 to Feb 2022
- Rim Securities LLCJan 2008 to Feb 2017
- Rochdale Investment ManagementJan 2008 to Jan 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law1994
- Series 65 · Uniform Investment Adviser Law1995
State registrations
Registered as an investment adviser representative in 1 state (TX).
Goalvest Advisory LLC
$777.6MAssets managed
487Clients
6Advisers
7 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2549229
- Firm CRD
- 285374