George Rall
George Rall is a registered investment advisor at LPL Financial LLC, based in Johns Creek, GA, with 42 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
6470 E Johns Crossing, Suite 230, Johns Creek, GA, 30097
Get directionsHistory
Regulatory History (2)
Regulatory
May 2012Employment Separation After Allegations
October 2009Other Business Activities
George is involved with GER Financial LLC for tax/investment purposes, dedicating minimal time. He also provides investment advisory services through GER Loftin Wealth Advisors, LLC, spending nearly full-time on this activity.
Employment History
Current Registrations
Loftin Wealth Partners
Previous Registrations
LPL Financial LLCBroker
Ger Loftin Wealth Advisors, LLC
United Planners' Financial Services of America a Limited PartnerBroker
United Planners' Financial Services of America a Limited Partner
Raymond James Financial Services Advisors, INC
Raymond James Financial Services
Ger Wealth Advisors, LLC
Raymond James Financial Services, INC.Broker
Securities America, INC.Broker
Guardian Investor Services CorporationBroker
Fsc Securities CorporationBroker
Ids Financial Services INC.Broker
Ids Marketing CorporationBroker
State Registrations1 state
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.