George Lorente is a registered investment advisor at LPL Financial LLC, based in Lodi, CA, with 32 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.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.50% |
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
Location
1920 Tienda Drive; Suite 101-A, Lodi, CA, 95242
Get directionsHistory
Regulatory History (2)
Customer Dispute
May 2006Customer Dispute
June 1999Other Business Activities
George is involved in real estate rental since 2002 and gives motivational speeches since March 2023. The motivational speaking takes minimal time.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Waddell & Reed
Waddell & ReedBroker
State Registrations20 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.
Exams
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