George
Compton
Lpl Financial LLC
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About this Advisor
George Compton is a financial advisor working in New Port Richey, Florida with 2 years of industry experience. Compton is on the advisory team at Lpl Financial LLC. Their career trajectory has included roles at Transamerica Financial Advisors, Inc, Waddell & Reed, Inc, Various Insurance Carriers For W&R Insurance Agencies, Jerrold Angel, Angel & Associates Inc (Dba), Angel Tax Preparation, Coastal Tax Advisory Group, Lpl Financial LLC, Angel, Gallagher & Associates (Dba), Signator Investors, Inc and Patrick Gallagher. Compton holds Series 63 and Series 66 licenses, qualifying them as a securities broker, and is able to advise clients in Florida and Texas. Lpl Financial LLC is a registered investment business based in Fort Mill, SC. The investment advisory business has offices in 9,898 locations and a total of 31,366 financial advisors. It handles $368 billion in assets under management between its 1,688,501 accounts, making it one of the largest financial advisory firms in the country by assets under management. The firm provides financial advice to 3,425 charitable organizations. Of its 1,688,501 customer accounts, 31% are held by high-net-worth individuals who have at least $1 million in assets available to invest. The firm provides a wide range of services, including 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. Fees for financial advisory services largely are based on which services the firm provides the client. However, fee types charged by Lpl Financial LLC can consist of any blend of asset-based, hourly, fixed and commission-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Lpl Financial LLC Brokerage Details
$368,018,536,946
31,366
1,688,501
$217,956
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 Compton Work History
George has been registered as a financial advisor for 2 years.*
Lpl Financial LLC
Coastal Tax Advisory Group
Angel, Gallagher & Associates (Dba)
Patrick Gallagher
Waddell & Reed, Inc
Various Insurance Carriers For W&R Insurance Agencies
Jerrold Angel
Angel Tax Preparation
Signator Investors, Inc
Transamerica Financial Advisors, Inc
Angel & Associates Inc (Dba)
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of George Compton to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Lpl Financial LLC
Fort Mill, SC
Hanover, PA
Aptos, CA
Crystal Lake, IL
Ann Arbor, MI
Buffalo, NY
Denver, CO
Chico, CA
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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