George Diamantis
George Diamantis is a registered investment advisor at LPL Financial LLC, based in Atlanta, GA, with 41 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
900 Ashwood Parkway Ste 330, Atlanta, GA, 30338
Get directionsHistory
Regulatory History (3)
Customer Dispute
January 2000Customer Dispute
May 1999Customer Dispute
February 1995Other Business ActivitiesSells Insurance
George is involved with Peachtree Benefit Group and George E. Diamantis, selling various insurance products including health, dental, life, disability, long-term care, and fixed annuities, dedicating about 10% of his time to these activities. He also operates under the DBAs BAY FINANCIAL ASSOCIATES and Peachtree Wealth Strategies, LLC for his LPL business, dedicating full-time hours.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Bay Financial Advisors, INC.
AXA Advisors, LLC
AXA Advisors, LLCBroker
The Equitable Life Assurance Society of the United StatesBroker
State Registrations26 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.