George Sins, financial advisor New Orleans LA
93 score

George Sins

CRD Number: 3005305
Current Firm: Goss Wealth Management

George Sins (CRD# 3005305) is an Investment Advisor Representative working at Goss Wealth Management in New Orleans, LA and has over 17 years of experience in the finance industry.

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Company Name Location Dates Years
Goss Wealth Management LLC New Orleans, LA Jun 2014 - Current 2
Lpl Financial LLC New Orleans, LA Jun 2014 - Current 2
Wells Fargo Advisors Financial Network, LLC New Orleans, LA Dec 2013 - Jun 2014 < 1
Wells Fargo Advisors LLC New Orleans, LA May 2009 - Dec 2013 4
Wachovia Securities LLC New Orleans, LA Jul 2003 - May 2009 5
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Oct 1999
S65 NASAA Investment Advisors Law Examination Oct 1999
Contact Info for George F. Sins
Phone Number: 225-930-4677
Firm Website: http://www.toupswm.com
Registered State(s):
  • LA
  • TX
By the Numbers
  • Total Assets Under Management
    255
    MILLIONS
  • Total Number of Accounts
    1,206
    ACCOUNTS
  • Average Account Value
    $211,130
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AL, CA, CO, FL, GA, HI, KS, LA, MS, TX

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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