Lpl Financial LLC
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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
Years of Experience
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Lpl Financial LLC Brokerage Details
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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
Magdalena Georgopoulos Work History
Magdalena has 14 years of experience.
Chase Investment Services Corp
Wm Financial Services, Inc
Magdalena Georgopoulos has disclosures.
Please visit their SEC profile for more details.