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.

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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
    709
    MILLIONS
  • Total Number of Accounts
    1,871
    ACCOUNTS
  • Average Account Value
    $378,734
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

CA, DC, FL, GA, LA, MD, MT, NC, NH, NJ, NY, PA, SC, TX, VA

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

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