George Cumbest
George Cumbest is a registered investment advisor at LPL Financial LLC, based in Ocean Springs, MS, with 27 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
2112 Bienville Blvd., Suite A, Ocean Springs, MS, 39564
Get directionsHistory
Regulatory History (1)
Customer Dispute
May 2010Other Business Activities
George is involved in several outside business activities, including real estate/rental properties, a songwriters festival, a DBA for his securities business, a chamber of commerce, a tourism app, and songwriting. About a quarter of George's time is dedicated to his securities business.
Employment History
Current Registrations
LPL Financial LLCBroker
LPL Financial LLC
Previous Registrations
Osaic Wealth, INC.Broker
Osaic Wealth, INC.
Securities America Advisors, INC.
Securities America, INC.Broker
Sii Investments, INC.
Sii Investments, INC.Broker
LPL Financial LLC
LPL Financial LLCBroker
Morgan Keegan & Company, INC.
Morgan Keegan & Company, INC.Broker
Pfic Securities CorporationBroker
Edward JonesBroker
State Registrations12 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.