George Khalsa is a ChFC-designated registered investment advisor at LPL Financial LLC, based in Sterling, VA, with 39 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
LPL Financial, along with your advisor, charges an annual fee based on the value of your account. This fee covers asset management, administrative, and custodial services. The fee is negotiable, but the maximum is 2.50% per year, paid quarterly in advance. LPL may share a portion of this fee with your advisor.
Location
Sterling, VA
Get directionsHistory
Regulatory History (1)
Criminal
March 1970Other Business Activities
George operates "George Khalsa & Associates" as a DBA for his LPL business, which is investment-related. This activity takes more than full-time hours.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLCBroker
Ic Advisory Services, INC.
The Investment Center, INC.Broker
MML Investors Services, INC.
MML Investors Services, INC.Broker
The Prudential Insurance Company of AmericaBroker
Pruco Securities CorporationBroker
B C Financial CorporationBroker
J. W. Gant & Associates, INC.Broker
Investors Group, LTD.Broker
Investors Center, INC.Broker
Blinder, Robinson & CO., INC.Broker
Moseley Securities CorporationBroker
Blinder, Robinson & Co.,inc.Broker
Blinder, Robinson & Co.,inc.Broker
First Investors CorporationBroker
State Registrations18 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.