Lpl Financial LLC
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About this Advisor
Peter George is a financial advisor who works in Camillus, New York with 2 years of industry experience. George currently works for Lpl Financial LLC. Their career trajectory has included roles at M&T Securities, Inc and Lpl Financial LLC. 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 Maryland, Massachusetts, New York, North Carolina, Texas and Virginia. Lpl Financial LLC is a financial advisory business that has its headquarters in Fort Mill, SC. The firm has offices in 9,898 locations and a total of 31,366 employees. It administers $368 billion in assets among its 1,688,501 accounts, making it one of the biggest firms in the United States by assets under management. The firm serves 3,425 charities and foundations. Of its 1,688,501 client accounts, 31% belong to high-net-worth individuals who have greater than $1 million in assets. Lpl Financial LLC offers 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. Fees charged by financial advisors are based on which services the firm provides the client. However, fee types billed by Lpl Financial LLC most likely consist of any combination of asset-based, hourly, fixed and commission-based fees.
Certifications and Registrations
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Lpl Financial LLC Brokerage Details
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
Peter George Work History
Peter has been registered as a financial advisor for 2 years.*
Lpl Financial LLC
M&T Securities, Inc
*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.
Please visit the SEC profile of Peter George 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
Arlington Heights, IL
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