George Lorente is a registered investment advisor at LPL Financial LLC, based in Lodi, CA, with 32 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
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.