George + Popov - Financial Advisor in Baton Rouge, LA

Paladin Research Report For:

George Popov

Diversified Financial Strategies

4911 S. Sherwood Forest Blvd
Suite A
Baton Rouge, LA 70816

General Information

Firm Start Year
  • 2011
No. of Employees
  • 2-4
  • 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


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.


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


Additional Detailed Disclosures