J
George

Lpl Financial LLC

CRD#2527060
Investment Advisor
in Bedford, IN

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About this Advisor

J George is a financial advisor who works in Bedford, Indiana, who has been in the industry for 10 years. George works at Lpl Financial LLC. They have been employed by Lpl Financial Llc for their total career. George has Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and can advise clients in Indiana and Texas. Lpl Financial LLC is an advisory firm that has its headquarters in Bedford, Indiana. The investment advisory business has offices in 9,519 locations and a total of 23,035 financial advisors. It controls $208 billion in assets between its 892,326 client accounts, placing it among the largest financial advisory firms in the United States by assets under management. The firm serves 1,956 charities and foundations. Of its 892,326 client accounts, 28% are associated with high-net-worth clients who have more than $1 million in assets. The company performs a number 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. Financial advisory fee schedules usually depend on which service is offered. Fee types charged by Lpl Financial LLC likely consist of any blend of asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 63, Series 65

Years of Experience

10 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

No

Office Location

1227 15Th St
Bedford, IN 47421-3701

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Lpl Financial LLC Brokerage Details

Total Assets Under Management

$207,793,164,246

IN Average: $646,059,043
Total Number of Employees

23,035

IN Average: 13
Total Number of Accounts

892,326

IN Average: 661
Average Account Size

$232,867

IN Average: $977,396

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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

J George Work History

J has 10 years of experience.

2010 - Present (12 years)

Lpl Financial LLC

Disclosures

J George has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Lpl Financial LLC

Eric Matthews
Fort Mill, SC
Brian Mcmillin
Roseau, MN
Megan Soto
Lindenhurst, NY
Tyler Coe
Deland, FL
Steven Justice
San Diego, CA
John Lewis
Moscow, PA
Michael Cutler
San Diego, CA
Carole Sarson
Washington, NJ

The content in this profile was updated on 08/06/2020, using data compiled from the SEC and FINRA.

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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