AG
AG

Alexander Thomas Goss

16 Years of Experience
Sells Insurance
Areas of Practice
Investment ManagementFinancial Planning & CoachingRetirement Planning
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
515 advisors
Number of Clients
42,946 clients
Average Client Portfolio
$638K average
Assets Under Management
$27.4B

Fee Structure

Financial Planning:Included in AUM fee
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Location

858 Camp Street, New Orleans, LA, 70130

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History

Regulatory History
Clean regulatory record

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.

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Other Business ActivitiesSells Insurance

Alexander is involved in several investment-related activities, including serving as an investment advisor representative (IAR) through NewEdge Advisors, LLC, and various real estate ventures. He also dedicates minimal time to fixed insurance sales, including life, health, disability, LTC, and fixed annuities.

Employment History
Current Registrations
Newedge Advisors
June 2014 - Present · 11 yrs 8 mos
Previous Registrations
LPL Financial LLCBroker
June 2014 - September 2023 · 9 yrs 3 mos
Wells Fargo Advisors Financial Network, LLC
December 2012 - June 2014 · 1 yr 6 mos
Wells Fargo Advisors Financial Network, LLCBroker
December 2012 - June 2014 · 1 yr 6 mos
Wells Fargo Advisors, LLC
June 2009 - December 2012 · 3 yrs 6 mos
Wells Fargo Advisors, LLCBroker
May 2009 - December 2012 · 3 yrs 7 mos
State Registrations2 states
LATX
Advisor
Exams
No exam information available for this advisor.