Magdalena
Georgopoulos

Lpl Financial LLC

CRD#4517398
Investment Advisor
in Torrance, CA

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About this Advisor

Magdalena Georgopoulos is an investment advisor located in Torrance, California. Currently an investment advisor at Lpl Financial LLC, Georgopoulos has 10 years of practice in the financial advisory industry. Georgopoulos maintains a Series 66 license, designating them as both a securities agent and an investment advisor representative. Georgopoulos can operate based out of California and Texas. Georgopoulos has spent their career at Lpl Financial LLC. Lpl Financial LLC is headquartered in Torrance, California, and operates out of 9,519 additional brick-and-mortar locations throughout the country. As a registered investment advisory firm, Lpl Financial LLC manages $159 billion in assets dispersed across 786,525 accounts and retains more than 22,790 people. The level of assets currently under the firm's management places it among the largest financial advisory firms in the country. The firm manages 774,496 accounts on a discretionary basis, meaning the advisor makes all of the buying and selling decisions on the client's behalf. Currently 27% of the advisor firm's clients are high-net-worth individuals, meaning they have more than $1 million in investable assets. Lpl Financial LLC offers 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 66

Years of Experience

11 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

Yes

Office Location

3655 Torrance Blvd, #341 3Rd Floor
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

Magdalena Georgopoulos Work History

Magdalena has 11 years of experience.

2009 - Present (11 years)

Lpl Financial

Disclosures

Magdalena Georgopoulos has disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Lpl Financial LLC

Eric Matthews
Fort Mill, SC
Jonathan Staiman
New York, NY
Franklin Borders
Charlotte, NC
Daniel Fowler
Pampa, TX
Mark Tonelli
Denver, CO
Steven Justice
San Diego, CA
Christopher Kemp
San Diego, CA

This content was compiled from the SEC and FINRA.

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