Gary Max Goeppinger
Investment Adviser Representative at Raymond James Financial Services Advisors, Inc
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Gary Max Goeppinger is an investment adviser representative with Raymond James Financial Services Advisors, Inc in Pensacola, FL, where they have been registered since 2025. They have worked in the securities industry since 2017 and have been registered with 10 firms, including Lifestyle Asset Management, Inc. and TRS Advisors, LLC. They have passed 5 industry qualification exams, including the Series 65 (investment adviser), Series 66 (combined investment adviser and state securities agent), and Series 7 (general securities representative). They are registered to provide investment advice in Florida and Texas.
Office
Advisors at this office: 2
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- Florida, Texas
- Broker:
16 states and territories
Alabama, Arizona, Arkansas, California, Florida, Indiana, Massachusetts, Mississippi, New Hampshire, New Mexico, North Carolina, Pennsylvania, Tennessee, Texas, Virginia, Washington
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- US MarketsMar 2017 – Oct 2017Cleburne, TX
- Self employedOct 2017 – Aug 2023Fort Worth, TX
- Advisory Services NetworkJun 2021 – Nov 2021Atlanta, GA
- Forthright Capital PartnersAug 2023 – Mar 2024Granbury, TX
- Forthright Capital AdvisoryAug 2023 – Mar 2024Granbury, TX
- TRS Advisors, LLCMar 2024 – Nov 2025Fort Worth, TX
- Jim Poe & Associates, Inc.Mar 2024 – Dec 2024Fort Worth, TX
- MBL Insurance Agency dba DFW Retirement PlannersMar 2024 – Nov 2025Fort Worth, TX
- Lifestyle Asset Management, Inc.Aug 2025 – Nov 2025Fort Worth, TX
- Raymond James Financial Services, Inc.Dec 2025 – no end date reportedPensacola, FL
- Raymond James Financial Services Advisors, Inc.Dec 2025 – no end date reportedPensacola, FL
- Gulf Winds Federal Credit UnionNov 2025 – no end date reportedPensacola, FL
- Concert Wealth ManagementMar 2016 – Mar 2017Fort Worth, TX
Official records & sources
Data as of June 28, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Raymond James Financial Services Advisors, Inc
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Commissions
- Hourly
- Fixed fee
- Other
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Client types the firm serves
Firm assets under management
$25B+
- Firm disclosures (Form ADV)
- Disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 6,660
- Offices listed on AdvisorFinder:
- 26
- Main office:
- Saint Petersburg, FL
- SEC file number:
- 801-69815
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of September 21, 2026
View full firm profileOther advisors at Raymond James Financial Services Advisors, Inc
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Gary Max Goeppinger has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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