Advisor at Raymond James Financial
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Location
Cushing, OK 74023
Credentials
Series 63, Series 65
Industry experience
37 years
Martina Goddard is a financial advisor with Raymond James Financial Services Advisors, Inc. and Grace Financial Planning, holding Series 63 and Series 65 credentials and bringing 37 years of industry experience. She has worked at Raymond James since 2010 and owns Grace Financial Planning, where she is actively involved in operations. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth and non‑HNW clients, pension and profit‑sharing plans, charitable organizations, corporations, and municipal entities. The firm focuses on non‑discretionary financial planning and investment consulting, offering tailored strategies supported by extensive research and a broad affiliate network.
Based on Raymond James Financial
Based on Raymond James Financial
Fixed (flat) dollar fees may be charged for planning and/or investment consulting services
Commissions are charged in brokerage accounts when implementing financial plans or recommendations; fees and commissions may be offset or discounted for legacy clients.
Hourly rates for planning and/or investment consulting services generally up to $400 per hour
Fee-only: Hourly fees generally up to $400 per hour; fees may also be fixed (flat) dollar amounts or a percentage of assets under advisement not to exceed 2.25%
823 South Little
Cushing, OK 74023
Oklahoma
Grace Financial Planning
2016 - Present (10 years)
Raymond James Financial Services Advisors, Inc.
2010 - Present (16 years)
Raymond James Financial Services, Inc
2010 - Present (16 years)
Rcb Wealth Management
2007 - 2016 (9 years)
Rcb Bank
2007 - 2016 (9 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Series 66
Cushing, OK
Edward Jones
Tyler Stein is a financial advisor with Edward Jones in Cushing, Oklahoma. He holds a Series 66 designation and has six years of industry experience, including nine years at L3 Technologies prior to joining Edward Jones in 2019. Outside of advising, he creates and sells self-made sculptures and artwork on Etsy. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, and provides affiliated mutual funds and trust services through a nationwide network of advisors and branch offices.
Series 63, Series 65
Cushing, OK
Morgan Stanley
Russell Moyer is a financial advisor at Morgan Stanley with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Morgan Stanley Private Bank, Morgan Stanley Smith Barney LLC, and Wells Fargo Advisors. Outside of his advisory role, Moyer is involved in lending through a local barbershop business in Cushing, Oklahoma. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers tailored financial planning and a broad range of advisory programs, managing approximately $2.74 trillion in client assets.
Series 66
Cushing, OK
Edward Jones
Chase Roten is a financial advisor at Edward Jones with a Series 66 designation and five years of industry experience. He has been with Edward Jones since 2020 and previously worked in various roles including positions at Blizzard Mowing, Falcon Flowback Services, Washington Public Schools, Primerica, and R&H Lawns, Lights and More LLC. Outside of finance, Chase works seasonally installing Christmas lights through Major League Lights LLC. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory services including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and tax-efficient services under a fiduciary standard.
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