George Mcreynolds
George Mcreynolds is a registered investment advisor at LPL Financial LLC, based in Lansdale, PA, with 30 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
1690 Sumneytown Pike, Ste 250, Lansdale, PA, 19446
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
George sells fixed life insurance, long-term care insurance, and fixed annuities, dedicating minimal time to this. He also owns Personal Tax Services LLC and is a life coach consultant practitioner for Abundance Media and Just Abundance Media LLC.
Employment History
Current Registrations
LPL Financial LLCBroker
LPL Financial LLC
Previous Registrations
Cambridge Investment Research Advisors, INC.
Cambridge Investment Research, INC.Broker
Commonwealth Financial NetworkBroker
Commonwealth Financial Network
Cambridge Investment Research Advisors, INC.
Cambridge Investment Research, INC.Broker
CUNA Brokerage Services, INC.Broker
Legg Mason Wood Walker, IncorporatedBroker
Nationwide Advisory Services, INC.Broker
State Registrations7 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.