Geoffry H. Oshman, Cfp
Geoffry H. Oshman, Cfp (CRD# 114278) is a financial advisory firm headquartered in , . They manage $14,785,649 in 61 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
Geoffry H. Oshman, Cfp
By the Numbers
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Total Assets Under Management15MILLION
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Total Number of Accounts61ACCOUNTS
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Average Account Value$242,388
Compensation Options
- A percentage of assets under your management
- Hourly charges
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
TX
Financial Advisors at Geoffry H. Oshman, Cfp
1
Geoffry Oshman (CRD# 4482815) is an Investment Advisor Representative working at Geoffry H. Oshman, Cfp in Houston, TX and has 1 year of experience in the finance industry.
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