wiseradvisor


George Popov, EA, M.B.A.
Diversified Financial Strategies

Tel: 225-778-5892
4911 S. Sherwood Forest Blvd
Suite A
Baton Rouge, LA 70816
Diversified Financial Strategies | Financial Advisor in Baton Rouge ,LA

Your Guide To Independence


About George Popov

George is a veteran of the financial services industry. He is an LPL Financial Advisor, business owner, and has been an adjunct finance instructor at the university level. He seeks to help people create long-term wealth and financial security. Before becoming an LPL Financial Advisor, he held officer positions with several Fortune 500 companies, including Wells Fargo, Capital One, and Morgan Stanley. He attributes his success to integrity, honesty, and his commitment to excellence.

Securities and Advisory Services offered through LPL Financial, a registered investment advisor.


About Diversified Financial Strategies

We are a boutique financial firm that is powered by LPL Financial, LLC. LPL Financial is one of the leading financial services companies, and is the largest independent broker/dealer in the nation.

See Disclosures

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General Information

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

Services

Investment Types:   Mutual Funds, Bonds, Alternative Investments, Exchange Traded Funds (ETFs), Insurance, Annuities, Stocks, Socially Responsible Investments (SRI)
Can meet clients in the following ways:   Our Office, Your Home, Phone, Email, Video Conference, Your Office

Qualifications & Memberships

Insurance and Annuity Licenses:   Health, Life, Variable Annuity, Long Term Care, Variable Life, Annuity

Compensation and Fees

Fee Structure:   Fee-Based
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  - Memphis, TN
08/10/1987-05/10/1991
M.B.A.  - Finance   Louisiana State University  - Baton Rouge, LA
08/10/1991-05/10/1993

Financial Services

Tax Advice and Services

George is also a federally licensed tax practitioner and is able to incorporate tax planning as part of his process when working with clients.


Disclosures

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

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


Office Hours

Mon. 8:30 AM - 6:00 PM
Tue. 8:30 AM - 6:00 PM
Wed. 8:30 AM - 6:00 PM
Thu. 8:30 AM - 6:00 PM
Fri. 8:30 AM - 6:00 PM
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