Magdalena
Georgopoulos

Lpl Financial LLC

CRD#4517398
Investment Advisor
in Torrance, CA
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About this Advisor

Magdalena Georgopoulos is a financial advisor in Torrance, California. Currently a registered advisor at Lpl Financial LLC, Georgopoulos has 14 years of practice as a registered advisor. Georgopoulos holds a Series 66 license, qualifying them as both a securities agent and an investment advisor representative. Georgopoulos is able to advise investors based out of California and Texas. Over the course of their career, they have held roles at Wm Financial Services, Inc, Chase Investment Services Corp and Lpl Financial. Lpl Financial LLC is based out of Torrance, California, and has 8,011 locations throughout the United States. As a company, Lpl Financial LLC oversees $153 billion in assets dispersed across 680,466 accounts and employs more than 22,703 people. The level of assets currently under the firm's management places it among the biggest firms in the country. The firm manages 655,827 accounts on a discretionary basis, in which the advisor makes all of the buying and selling decisions on the client's behalf. Currently 23% of the advisor firm's investors are high-net-worth individuals, meaning they have greater 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 may charge clients asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 66

Years of Experience

14 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 14 years of experience.

2009 - Present (10 years)

Lpl Financial

2009 - 2009 (< 1 year)

Chase Investment Services Corp

2004 - 2009 (5 years)

Wm Financial Services, Inc

Disclosures

Magdalena Georgopoulos has disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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