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Geoffry H. Oshman
GEOFFRY H. OSHMAN, CFP
Houston, TX
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CRD#: 4482815
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Professional summary
Geoffry Hillel Oshman, CFP® is a registered financial advisor currently at GEOFFRY H. OSHMAN, CFP located in Houston, Texas.
Geoffry is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2018. Geoffry has worked at 1 firm .
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
Geoffry H.Oshman, sole proprietor; 2001 Holcombe Blvd #3502 Houston, TX 77030-4220; Not investment related; personal and corporate financial controller for owner of affiliated closely held businesses; average 15 hours per week. Additionally, I serve contractually as the Director of Music for Creative Life Spiritual Center in Spring, TX; pianist, program director (Sunday services); average 8 hours per week
CRS (Client Relationship Summary) - RIA
Click below to view Geoffry Hillel Oshman's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®
Start date: 1993
Experience
Current
December 14, 2018 - Present
GEOFFRY H. OSHMAN, CFP
RIA
CRD#: 114278
Houston, TX
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Texas(12/14/2018)
Exams
Current Firm
GH
GEOFFRY H. OSHMAN, CFP
GEOFFRY H. OSHMAN, CFP | OSHMAN, GEOFFRY HILLEL | GEOFFRY HILLEL OSHMAN
CRD#: 114278 / SEC#:
Texas
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Contact information
Main Address
Houston, TX
Mailing Address
Phone number
(713) 795-4898
Established
Firm type
Fiscal year end
# of Employees
1
Regulatory assets under management
| Total Number of Accounts | 49 |
| AUM (Assets Under Management) | $ 14,622,514 |
Red Flags
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