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George Delgiudice

LPL Financial LLC
33 Years of Experience
Glen Ellyn, IL
2 DisclosuresBroker
View SEC Summary
View SEC Summary

George Delgiudice is a registered investment advisor at LPL Financial LLC, based in Glen Ellyn, IL, with 33 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

357 Roosevelt Road, Glen Ellyn, IL, 60137

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History

Regulatory History (2)
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
March 2009
Denied
Criminal
November 2007
Final Disposition
View Full SEC ReportHow to Read Disclosures
Other Business Activities

George works with Wintrust Investments as a DBA for LPL business, dedicating full-time hours to this investment-related activity. He spends approximately 100 hours per month during trading.

Employment History
Current Registrations
LPL Financial LLCBroker
January 2025 - Present · 1 yr 9 mos
LPL Financial LLC
January 2025 - Present · 1 yr 9 mos
Previous Registrations
Wintrust Investments
April 2013 - January 2025 · 11 yrs 9 mos
Wintrust Investments LLCBroker
April 2013 - January 2025 · 11 yrs 9 mos
J.P. Morgan Securities LLCBroker
October 2012 - April 2013 · 6 mos
J.P. Morgan Securities LLC
October 2012 - April 2013 · 6 mos
Chase Investment Services CORP.Broker
July 2005 - October 2012 · 7 yrs 3 mos
Chase Investment Services CORP.
July 2005 - October 2012 · 7 yrs 3 mos
Banc One Securities Corporation
November 1999 - July 2005 · 5 yrs 8 mos
Banc One Securities CorporationBroker
September 1999 - July 2005 · 5 yrs 10 mos
Re-Direct Securities CORPBroker
October 1996 - October 1999 · 3 yrs
Prudential Securities IncorporatedBroker
June 1995 - July 1995 · 1 mo
Nike Securities L.P.Broker
June 1993 - April 1995 · 1 yr 10 mos
American Express Financial Advisors INC.Broker
November 1991 - June 1993 · 1 yr 7 mos
Ids Life Insurance CompanyBroker
November 1991 - June 1993 · 1 yr 7 mos
Blinder, Robinson & CO., INC.Broker
April 1990 - July 1990 · 3 mos
State Registrations13 states
AZCAFLGAILINMINCNDNVUTWAWI
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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George Delgiudice - Financial Advisor | TrueAdvisor