Ralph
Good

Steward Partners Investment Advisory, LLC

CRD#3266775
Investment Advisor
in Portland, ME

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About this Advisor

Ralph Good is a financial advisor based in Portland, Maine, working with Steward Partners Investment Advisory, LLC. Ralph has previously held positions at Wells Fargo Clearing Services, LLC, Steward Partners Investment Solutions, LLC, Steward Partners Investment Advisory, LLC, Wells Fargo Advisors LLC, Raymond James Financial Services, Inc, and Steward Partners Global Advisory, LLC. Ralph has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in Maine and Texas. Currently, Ralph is part of Steward Partners Investment Advisory, LLC, which operates out of Portland, Maine. The firm has 45 offices and 499 employees. The firm manages assets totaling $15.4 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers, and other services. The fee structure at Steward Partners Investment Advisory, LLC includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 63, Series 66, CERTIFIED FINANCIAL PLANNER™

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services, Selection of other advisers, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

16 Middle Street Suite 501B
Portland, ME 04101

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Steward Partners Investment Advisory, LLC Brokerage Details

Total Assets Under Management

$15,388,456,057

ME Average: $7,464,549,021
Total Number of Employees

499

ME Average: 88
Total Number of Accounts

30,287

ME Average: 3,892
Average Account Size

$508,088

ME Average: $1,917,921

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers
  • Other

Ralph Good Work History

2022 - Present (2 years)

Steward Partners Investment Solutions, LLC

2019 - Present (5 years)

Steward Partners Investment Advisory, LLC

2019 - Present (5 years)

Steward Partners Global Advisory, LLC

2019 - 2022 (3 years)

Raymond James Financial Services, Inc

2016 - 2019 (3 years)

Wells Fargo Clearing Services, LLC

2009 - 2016 (7 years)

Wells Fargo Advisors LLC

Disclosures

Please visit the SEC profile of Ralph Good to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Steward Partners Investment Advisory, LLC

Michael Hoff
Baltimore, MD
Derrick Labranche
New York, NY
Samuel Smith
Nolensville, TN
Douglas Whitmore
Mobile, AL
Robert Slatkin
New York, NY
Anthony Piglowski
Suffolk, VA
Rodger Friedman
Clearwater, FL
Donald Brusca
Andover, MA

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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