George MusselmanCRD 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.
Ronald Blue & Company, LLC
Houston Wealth Management
Raymond James Financial Services Advisors, Inc.
|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|
Total Assets Under Management709MILLIONS
Total Number of Accounts1,871ACCOUNTS
Average Account Value$378,734
- A percentage of assets under your management
- 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
CA, DC, FL, GA, LA, MD, MT, NC, NH, NJ, NY, PA, SC, TX, VA
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