GH
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George Haskins
32 Years of Experience
Kilmarnock, VA
1 DisclosureBroker
George Haskins is a registered investment advisor at LPL Financial LLC, based in Kilmarnock, VA, 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
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 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
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
Kilmarnock, VA
Get directionsHistory
Regulatory History (1)
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
August 1999Settled
Employment History
Current Registrations
LPL Financial LLC
September 2026 - Present · 1 mo
LPL Financial LLCBroker
September 2026 - Present · 1 mo
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
August 2023 - September 2026 · 3 yrs 1 mo
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
July 2023 - September 2026 · 3 yrs 2 mos
LPL Financial LLCBroker
November 2021 - August 2023 · 1 yr 9 mos
LPL Financial LLC
November 2021 - August 2023 · 1 yr 9 mos
Infinex Investments, INC.Broker
April 2012 - December 2021 · 9 yrs 8 mos
Infinex Investments, INC.
April 2012 - December 2021 · 9 yrs 8 mos
LPL Financial LLC
November 2009 - April 2012 · 2 yrs 5 mos
LPL Financial LLCBroker
November 2009 - April 2012 · 2 yrs 5 mos
Cbs Advisors, LLC
September 2005 - November 2009 · 4 yrs 2 mos
Community Bankers Securities, LLCBroker
September 2005 - November 2009 · 4 yrs 2 mos
Bi Investments, LLC
October 2004 - September 2005 · 11 mos
Bi Investments, LLCBroker
October 2004 - September 2005 · 11 mos
Bb&t Investment Services, INC.
December 2003 - August 2004 · 8 mos
Bb&t Investment Services, INC.Broker
December 2003 - August 2004 · 8 mos
Davenport & Company LLC
January 1999 - December 2003 · 4 yrs 11 mos
Davenport & Company LLCBroker
November 1998 - December 2003 · 5 yrs 1 mo
Wheat, First Securities, INC.Broker
April 1994 - December 1998 · 4 yrs 8 mos
State Registrations3 states
NCNVVA
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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