Gary Max Goeppinger
Investment adviser representative at Raymond James Financial Services Advisors, Inc
9 yearsExperience
3 statesRegistered in
$390BFirm assets
17 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 feeCommissionsOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
9 years in the industry.
- Raymond James Financial Services Advisors, Inc.Dec 2025 to now
- Raymond James Financial Services, Inc.Dec 2025 to now
- Gulf Winds Federal Credit UnionNov 2025 to now
- Lifestyle Asset Management, Inc.Aug 2025 to Nov 2025
- Mbl Insurance Agency dba Dfw Retirement PlannersMar 2024 to Nov 2025
- Trs Advisors, LLCMar 2024 to Nov 2025
- Jim Poe & Associates, Inc.Mar 2024 to Dec 2024
- Forthright Capital AdvisoryAug 2023 to Mar 2024
- Forthright Capital PartnersAug 2023 to Mar 2024
- Advisory Services NetworkJun 2021 to Nov 2021
- Self EmployedOct 2017 to Aug 2023
- US MarketsMar 2017 to Oct 2017
- Concert Wealth ManagementMar 2016 to Mar 2017
Exams passed
- Series 66 · Uniform Combined State Law2010
- Series 65 · Uniform Investment Adviser Law2020
- Series 63 · Uniform Securities Agent State Law2025
State registrations
Registered as an investment adviser representative in 3 states (AL, FL, TX).
Raymond James Financial Services Advisors, Inc
$390BAssets managed
508,439Clients
6,726Advisers
17 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
- 5775069
- Firm CRD
- 149018