Hope Marian Goetzman
Investment adviser representative at Raymond James Financial Services Advisors, Inc
12 yearsExperience
2 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
12 years in the industry.
- Raymond James Financial Services Advisors, Inc.Jul 2024 to now
- Goetzman Nau Financial PartnersJan 2023 to now
- Raymond James Financial Services, Inc.Jan 2023 to now
- Raymond James Financial Services, Inc.May 2022 to Oct 2022
- Goetzman Nau Financial PartnersMay 2022 to Aug 2022
- Youngkin for GovernorMay 2021 to Aug 2021
- University of VirginiaAug 2020 to Jan 2023
- NannyMay 2020 to Aug 2020
- Raymond James Financial Services, Inc.Feb 2020 to Jun 2020
- NannyMay 2019 to Aug 2019
- Beech RestaurantMar 2019 to May 2019
- College of CharlestonAug 2018 to May 2020
- UnemployedMay 2018 to Aug 2018
- Georgetown VisitationAug 2014 to May 2018
Exams passed
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 2 states (TX, VA).
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
- 7235292
- Firm CRD
- 149018