George Sins
George Sins is a registered investment advisor at Newedge Advisors, based in New Orleans, LA, with 26 years of industry experience. George operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 42,946 clients with $27B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
NewEdge Advisors manages investments through a wrap fee program. Clients pay a single annual fee, not to exceed 2.50%, which covers investment advice and custodial transaction costs. The fee is calculated based on the value of the account and is billed quarterly in advance. Fees are negotiable. Clients may pay more for the wrap fee service than they would for non-wrap services, depending on their account's trading activity.
Location
639 Loyola Ave, Suite 2100, New Orleans, LA, 70113
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
George is involved in several business activities, including DBAs for his LPL business, real estate ventures, and entities for tax/investment purposes. He also uses AIM Systems Inc. as a general agent to provide insurance quotes from various life insurance companies, dedicating minimal time to this activity.
Employment History
Current Registrations
Newedge Advisors
LPL Financial LLCBroker
Previous Registrations
Wells Fargo Advisors Financial Network, LLC
Wells Fargo Advisors Financial Network, LLCBroker
Wells Fargo Advisors, LLCBroker
Wells Fargo Advisors, LLC
Prudential Securities Incorporated
Prudential Securities IncorporatedBroker
State Registrations44 states
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