Lpl Financial LLC
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About this Advisor
George Klebart is an advisor whose office is in Farmington, Connecticut. Currently an advisor at Lpl Financial LLC, Klebart has 10 years of professional experience in the financial advisory industry. Klebart maintains a Series 66 license, which certifies them as both a securities agent and an investment advisor representative. Klebart can act as a financial advisor in Connecticut. Klebart has gained experience at Valenti Wealth Management, The Hartford, Riverside Nursery and Lpl Financial. Lpl Financial LLC is based out of Farmington, Connecticut, and has 9,519 additional offices in the United States. In total, Lpl Financial LLC manages $159 billion in assets across 786,525 accounts and retains more than 22,790 people. The amount of assets the firm manages makes it one of the biggest financial advisory firms in the nation. The firm manages 774,496 accounts on a discretionary basis, in which the advisor makes investment decisions at their discretion. Currently 27% of the advisory firm's customers 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
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
George Klebart Work History
George has 11 years of experience.
Valenti Wealth Management
George Klebart has no disclosures.
Please visit their SEC profile for more details.
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