George Sonntag
George Sonntag is a CFP-designated registered investment advisor at LPL Financial LLC, based in Centerville, MA, with 35 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
9 Crestview Circle, Centerville, MA, 02632
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
George is involved in income tax preparation and insurance sales through Integrated Benefit Company since 2001. He dedicates about 10-20% of his time to income tax preparation and PC insurance sales, and about half his time to tax prep/accounting/CPA.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
H.D. Vest Investment Securities, INC.Broker
H.D. Vest Investment Securities, INC.Broker
H. C. Copeland and Associates Equities, INC.Broker
State Registrations8 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.