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George Diamantis

LPL Financial LLC
41 Years of Experience
Atlanta, GA
3 DisclosuresBrokerSells Insurance
View SEC Summary
View SEC Summary

George Diamantis is a registered investment advisor at LPL Financial LLC, based in Atlanta, GA, with 41 years of industry experience. George is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 1,986,990 clients with $820B in assets under management.

LPL Financial LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
28221 advisors
Number of Clients
1,986,990 clients
Average Client Portfolio
$412K average
Assets Under Management
$819.1B

Fee Structure

Minimum Investment:$1K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.50%

The maximum account fee is 2.50% and is negotiable between the client and the advisor. Fees are based on total assets in the account and payable quarterly in advance.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

900 Ashwood Parkway Ste 330, Atlanta, GA, 30338

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History

Regulatory History (3)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
January 2000
Settled
Customer Dispute
May 1999
Closed-No Action
Customer Dispute
February 1995
Settled
View Full SEC ReportHow to Read Disclosures
Other 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
August 2011 - Present · 15 yrs 2 mos
LPL Financial LLCBroker
August 2011 - Present · 15 yrs 2 mos
Previous Registrations
Bay Financial Advisors, INC.
March 2014 - December 2021 · 7 yrs 9 mos
AXA Advisors, LLC
December 2003 - September 2011 · 7 yrs 9 mos
AXA Advisors, LLCBroker
January 1985 - September 2011 · 26 yrs 8 mos
The Equitable Life Assurance Society of the United StatesBroker
January 1985 - January 2000 · 15 yrs
State Registrations26 states
ALAZCOFLGAIAILINMAMNNCNHNJNMNYOHOKPARISCTXVTWAWIWVWY
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.
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