George
Doria-Medina

Lpl Financial LLC

CRD#4420001
Investment Advisor
in Torrance, CA
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About this Advisor

George Doria-Medina is a financial advisor whose office is in Torrance, California. Currently a registered investment advisor at Lpl Financial LLC, Doria-Medina has 20 years of work experience in the financial advisory industry. Doria-Medina holds Series 63 and Series 65 licenses, which certify the advisor as both a securities agent and an investment advisor representative. Doria-Medina is able to work with customers in California, Massachusetts, Virginia and Hawaii. Over the course of their career, they have held roles at Trilogy Financial Services, National Planning Corporation and Lpl Financial LLC. Lpl Financial LLC is located in Torrance, California, and has 8,011 additional locations in the United States. As a company, Lpl Financial LLC oversees $153 billion in assets throughout 680,466 accounts and retains more than 22,703 people. The firm's total assets under management makes it one of the largest financial advisory firms in the country. The firm manages 655,827 accounts on a discretionary basis, meaning the advisor has the authority to make all investment decisions. Currently 23% of the advisory firm's clients are high-net-worth individuals, meaning they have more than $1 million in assets. Lpl Financial LLC provides financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, educational seminars and other services. The firm's fees may include asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 63, Series 65

Years of Experience

20 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Educational seminars/workshops, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions

Disclosures

No

Office Location

3655 Torrance Blvd Ste 343
Torrance, CA 90503

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Lpl Financial LLC Brokerage Details

Total Assets Under Management

$159,099,423,965

CA Average: $16,012,751,954
Total Number of Employees

22,790

CA Average: 118
Total Number of Accounts

786,525

CA Average: 4,567
Average Account Size

$202,281

CA Average: $3,506,186

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Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops
  • Other

George Doria-Medina Work History

George has 20 years of experience.

2017 - Present (2 years)

Lpl Financial LLC

1998 - Present (21 years)

Trilogy Financial Services

2001 - 2017 (16 years)

National Planning Corporation

Disclosures

George Doria-Medina has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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