Unclaimed
Francis Godbold is a financial advisor with over 50 years of experience in the industry. Francis has been with Raymond James & Associates, Inc. since 1972. Francis is a registered representative in Florida and Texas. Francis holds a Series 7, Series 24 and Series 63 license. Francis has worked with a variety of clients, including high-net-worth individuals, corporations, insurance companies, charitable organizations and pension plans. Francis is also a member of the investment committee of the First Presbyterian Church and a founding member of the Godbold Foundation, Inc.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Please see note in schedule d - miscellaneous
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
FL
07/17/2009 - Present
Raymond James & Associates, Inc. (ST. PETERSBURG FL)
NA
05/07/1970 - 11/02/1973
INVESTMENT MANAGEMENT & RESEARCH, INC.
BC
Issued 11/10/1983
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 24 - General Securities Principal Examination
BC
Issued 04/23/1970
Series 00 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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