George Musselman, financial advisor The Woodlands TX
93 score

George Musselman

CRD Number: 5610585
Current Firm: Bogart Wealth, LLC

George Musselman (CRD# 5610585) is an Investment Advisor Representative working at Bogart Wealth, LLC in The Woodlands, TX and has over 8 years of experience in the finance industry.

Similar Advisors
Derek Irish, financial advisor The Woodlands TX
Derek V. Irish
CRD# 3056842
Ronald Blue & Company, LLC
Similar Advisors
Craig Parks, financial advisor The Woodlands TX
Craig A. Parks
CRD# 4806241
Houston Wealth Management
Similar Advisors
Kevin Roth, financial advisor The Woodlands TX
Kevin B. Roth
CRD# 5826198
Raymond James Financial Services Advisors, Inc.
Company Name Location Dates Years
Bogart Wealth The Woodlands, TX Dec 2017 - Current < 1
Neal Hamil Agency Houston, TX Aug 2006 - Current 11
Charles Schwab Bank The Woodlands, TX Jun 2014 - Dec 2017 3
Charles Schwab & Company, Inc. The Woodlands, TX Jun 2010 - Dec 2017 7
Hollister Austin, TX Sep 2009 - Jun 2010 < 1
Integrated Financial Planning - Center Austin, TX Aug 2008 - Apr 2010 1
Central Texas Valet Austin, TX Sep 2009 - Nov 2009 < 1
Kershner Trading Group Austin, TX Feb 2009 - Aug 2009 < 1
Texas State University San Marcos, TX Aug 2004 - Dec 2008 4
Click Agency New York, NY May 2008 - Aug 2008 < 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Mar 2010
Contact Info for George A. Musselman
Phone Number: (703) 570-8651
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
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
  • Educational seminars/workshops
Types of Clients
Registered States


Ready to hire a financial advisor? Get competitive proposals from George Musselman and other advisors.
Clean Record
This advisor has a clean track record with regulators.

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.