Menu
Menu
George + Popov - Financial Advisor in Baton Rouge, LA

Paladin Research Report For:

George Popov

Diversified Financial Strategies

M.B.A. EA
4911 S. Sherwood Forest Blvd
Suite A
Baton Rouge, LA 70816
225-778-5892
Visit Website
https://www.dfs-lpl.com

General Information

Firm Start Year
  • 2011
No. of Employees
  • 2-4
CRD#
  • 3274662
Firm CRD#
  • 6413
Insurance License#
  • Yes
Name of Broker/Dealer
  • LPL Financial LLC
Name of Custodial Firm
  • LPL Financial LLC
States Licensed in
  • Louisiana
Years of Experience in Financial Services
  • 27
Number of Years with Current Firm
  • 11
Work with the following types of clients
  • Individual Investors, Businesses
Advisory Services Provided
  • Insurance Products & Annuities, Portfolio Management, Investment Advice & Management, Financial Advice & Consulting, Retirement Planning, 401K Rollovers, Wealth Management, Education Funding and Planning, Financial Planning for Individuals, Estate Planning & Trusts, Financial Planning, Tax Advice and Services

Compliance

Registered Representative
  • Yes
Investment Advisor Representative
  • Yes
Acknowledged fiduciary
  • Yes
Compliance Disclosures in Last 5 years
  • I have a clean record
Criminal Disclosures in Last 5 years
  • I have a clean record

Qualifications & Membership

Certifications, Accreditations & Designations
  • M.B.A., EA
Securities Licenses
  • Series 7, Series 65, Series 63, Series 24
Insurance and Annuity Licenses
  • Annuity, Health, Life, Variable Annuity, Long Term Care, Variable Life

Compensation and Fees

Fee Structure
  • Fee-Based
Minimum Portfolio Size for New Managed Accounts
  • $50,000
Compensation Methods
  • Based on Assets
Additional Details on Charges
  • We are better able to recommend a fee structure after the initial consultation.

Education

B.A. - Economics
  • Rhodes College
    08/10/1987 - 05/10/1991
M.B.A. - Finance
  • Louisiana State University
    08/10/1991 - 05/10/1993

Disclosures

PaladinRegistry.com provides referrals to financial professionals of LPL Financial, LLC (LPL). PaladinRegistry.com is not a current client of LPL for brokerage or advisory services. Financial professionals of LPL pay PaladinRegistry.com cash compensation for these referrals, which creates the incentive for PaladinRegistry.com to make these referrals, resulting in a conflict of interest.


LPL ADV 2A

https://www.lpl.com/content/dam/lpl-www/documents/disclosures/A58.pdf

Additional Detailed Disclosures

https://www.lpl.com/content/dam/lpl-www/documents/disclosures/wiseradvisor/wiseradvisor-lpl-detailed-disclosures.pdf

BASIC INFORMATION NEEDED FOR THE INQUIRY

Paladin Advisors

Paladin has been an independent source of free information about financial advisors since 2003. Paladin also provides free tools that help consumers select the best financial advisors. Paladin’s most popular service matches investors to financial advisors who meet their specific requirements.

Connect with us

  • Office Address
    12150 Monument Drive, Suite 700
    Fairfax, VA, 22033
  • Telephones
    Tel: 703-651-2060
    Fax: 703-259-4487
  • Social Networks

Learn More

Copyright 2023 Paladin Registry. All rights reserved.