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George Gomez

LPL Financial LLC
29 Years of Experience
El Paso, TX
2 DisclosuresBroker
View SEC Summary
View SEC Summary

George Gomez is a registered investment advisor at LPL Financial LLC, based in El Paso, TX, with 29 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
28129 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

1200 Golden Key Cir Ste 100 A, El Paso, TX, 79925

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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
June 2024
Settled
Customer Dispute
March 2013
Denied
View Full SEC ReportHow to Read Disclosures
Other Business Activities

George operates G2 Wealth Management Partners, LLC as a DBA for his LPL business since 2017, dedicating full-time hours. He also provides investment advisory services through Strategic Financial Concepts, LLC, an independent investment advisor firm, since 2020, also dedicating full-time hours.

Employment History
Current Registrations
LPL Financial LLC
June 2026 - Present · 4 mos
Strategic Financial Concepts, LLC
September 2019 - Present · 7 yrs 1 mo
LPL Financial LLCBroker
January 2017 - Present · 9 yrs 9 mos
Previous Registrations
LPL Financial LLC
January 2017 - September 2020 · 3 yrs 8 mos
Lincoln Financial Securities CorporationBroker
December 2016 - February 2017 · 2 mos
Lincoln Financial Securities Corporation
December 2016 - February 2017 · 2 mos
LPL Financial LLC
February 2012 - December 2016 · 4 yrs 10 mos
LPL Financial LLCBroker
February 2012 - December 2016 · 4 yrs 10 mos
Chase Investment Services CORP.
February 2006 - February 2012 · 6 yrs
Chase Investment Services CORP.Broker
February 2006 - February 2012 · 6 yrs
Morgan Stanley
May 2005 - February 2006 · 9 mos
Morgan Stanley Dw INC.Broker
March 2005 - February 2006 · 11 mos
Waddell & Reed, INC.Broker
November 2001 - June 2003 · 1 yr 7 mos
American General Securities IncorporatedBroker
April 1999 - October 2001 · 2 yrs 6 mos
Metlife Securities INC.Broker
February 1993 - February 1997 · 4 yrs
Metropolitan Life Insurance CompanyBroker
February 1993 - February 1997 · 4 yrs
State Registrations6 states
CACOMONMPATX
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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