Jerry K Goss

LPL Financial Welcomes Goss Wealth Management to Broker-Dealer and RIA ...

• Founded by Jerry Goss, an industry veteran with over 33 years of financial advisory experience, Goss Wealth Management practices tactical asset allocation combined with active portfolio monitoring and readjustment, and manages several discretionary portfolios designed to match a range of investmentJerry Goss, founder and CEO of Goss Wealth Management, said, "We look forward to working with LPL and growing our business with their support. We believe that the future of the financial advisor industry lies in the independent channel, but not with individual advisors going out on their own. Ratherretirement plans, estates and endowments. Founded in 1981 by its CEO, Jerry Goss, a CERTIFIED FINANCIAL PLANNER Professional, Chartered Financial Consultant and Chartered Life Underwriter, Goss Wealth Management has helped clients across the Gulf South and beyond to develop sound investment plans. G
• Date: Nov 11, 2014
• Category: Business
• Source: Google