Goss Advisors

Goss Advisors (CRD# 171351) is a financial advisory firm headquartered in New Orleans, LA. They manage $5,681,830,217 in 20,800 accounts and serve the financial needs of clients across 51 states (or territories).

By the Numbers
  • Total Assets Under Management
    5,682
    MILLION
  • Total Number of Accounts
    20,800
    ACCOUNTS
  • Average Account Value
    $273,165
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • 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
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY

Financial Advisors at Goss Advisors
Showing 1 - 10 of 149 top financial advisors.
1
Eric A. Aldinger
CRD#: 5993843
320 N. 4th Street, Bismark, ND 58501

Eric Aldinger (CRD# 5993843) is an Investment Advisor Representative working at Goss Advisors in Bismark, ND and has over 9 years of experience in the finance industry.

2
Sandra D. Baker
CRD#: 5105141
858 Camp Street, New Orleans, LA 70130

Sandra Baker (CRD# 5105141) is an Investment Advisor Representative working at Goss Advisors in New Orleans, LA and has over 15 years of experience in the finance industry.

3
Joshua K. Barnett
CRD#: 6597237
6300 Corporate Blvd, Suite 120, Baton Rouge, LA 70809

Joshua Barnett (CRD# 6597237) is an Investment Advisor Representative working at Goss Advisors in Baton Rouge, LA and has over 5 years of experience in the finance industry.

4
Theresa A. Bilello
CRD#: 2074860
858 Camp Street, New Orleans, LA 70130

Theresa Bilello (CRD# 2074860) is an Investment Advisor Representative working at Goss Advisors in New Orleans, LA and has over 30 years of experience in the finance industry.

5
Darin J. Bohl
CRD#: 5574139
101 11th Street E., Suite 1, Bottineau, ND 58318

Darin Bohl (CRD# 5574139) is an Investment Advisor Representative working at Goss Advisors in Bottineau, ND and has over 13 years of experience in the finance industry. Darin Bohl has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

6
Perry D. Bohl
CRD#: 1949724
320 N. 4th Street, Bismark, ND 58501

Perry Bohl (CRD# 1949724) is an Investment Advisor Representative working at Goss Advisors in Bismark, ND and has over 32 years of experience in the finance industry. Perry Bohl has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

7
Robert A. Brandt
CRD#: 1920079
7 Prince Place, Suite 202, Newburyport, MA 01950

Robert Brandt (CRD# 1920079) is an Investment Advisor Representative working at Goss Advisors in Newburyport, MA and has over 32 years of experience in the finance industry. Robert Brandt has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

8
James P. Braun
CRD#: 3070511
320 N. 4th Street, Bismark, ND 58501

James Braun (CRD# 3070511) is an Investment Advisor Representative working at Goss Advisors in Bismark, ND and has over 23 years of experience in the finance industry. James Braun has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

9
Gregory D. Bright
CRD#: 5521314
3321 North Valdosta Road, Valdosta, GA 31602

Gregory Bright (CRD# 5521314) is an Investment Advisor Representative working at Goss Advisors in Valdosta, GA and has over 9 years of experience in the finance industry.

10
Charles G. Brown Iv
CRD#: 5773928
131 Dartmouth Street, 3rd Floor, Boston, MA 02116

Charles Brown Iv (CRD# 5773928) is an Investment Advisor Representative working at Goss Advisors in Boston, MA and has over 10 years of experience in the finance industry.

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