George Dorvillier is a registered investment advisor at LPL Financial LLC, based in La Jolla, CA, 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
7777 Fay Ave Ste 315, La Jolla, CA, 92037-4325
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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George operates under the DBAs Dorvillier Wealth Management and Symbio Financial Partners, the latter being an entity for his LPL business and taking up nearly full-time hours. He also owns rental real estate, but spends no time on it.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Weil, John Bornstein
Aragon Financial Services, INC.Broker
Fortis Investors, INC.Broker
State Registrations25 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.