George GotchCRD Number: 1839444
Current Firm: Saperston Asset Management, Inc.
George Gotch (CRD# 1839444) is an Investment Advisor Representative working at Saperston Asset Management, Inc. in Orlando, FL and has over 29 years of experience in the finance industry.
Ameriprise Financial Services, Inc.
American Financial Advisors Inc.
Retirement Wealth Advisors, Inc.
|Saperston Management Services, Inc.||Hamburg, NY||Sep 2013 - Current||4|
|Saperston Asset Management, Inc.||Orlando, FL||Nov 2012 - Current||5|
|La Salle St. Securities, Inc.||Gainsville, FL||Oct 1997 - Oct 2012||15|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Sep 2013|
|S63||Uniform Securities State Law Examination||Jun 1988|
Total Assets Under Management155MILLIONS
Total Number of Accounts580ACCOUNTS
Average Account Value$266,438
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
FL, GA, LA, MA, MD, NC, NE, NH, NY, PA, TX, VA, WA