Luke Goldstock
Investment adviser representative at Raymond James & Associates, Inc.
13 yearsExperience
2 statesRegistered in
$501BFirm assets
51 yearsFirm in business
Are you Luke Goldstock? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feeCommissions
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
13 years in the industry.
- Raymond James & Associates, Inc.Jun 2025 to now
- Wells Fargo Clearing Services, LLCJul 2023 to Jun 2025
- Stephens Inc.Jan 2020 to Jul 2023
- Schroders NAJan 2019 to Jan 2020
- Full-time EducationJan 2017 to Jan 2019
- University of North CarolinaJul 2013 to Jan 2017
Exams passed
- Series 66 · Uniform Combined State Law2020
State registrations
Registered as an investment adviser representative in 2 states (PA, TX).
Raymond James & Associates, Inc.
$501BAssets managed
531,617Clients
5,571Advisers
51 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
- 6633447
- Firm CRD
- 705