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CFP

George Pantazis

Lincoln Investment
26 Years of Experience
Crystal Lake, IL
Broker
View SEC Summary
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George Pantazis is a CFP-designated registered investment advisor at Lincoln Investment, based in Crystal Lake, IL, with 26 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 Business Owners, Corporate Executives, Education Planning, Estate Planning, and 6 more. Their firm serves 138,369 clients with $22B in assets under management.

Lincoln Investment
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
964 advisors
Number of Clients
138,369 clients
Average Client Portfolio
$159K average
Assets Under Management
$22.0B

Fee Structure

Minimum Investment:None
Investment management only (planning not offered)
Minimum Annual Fee:$100
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.25%

Maximum annual advisor fee is 1.25%, which is negotiable. Clients also pay platform fees ranging from 0.02% to 0.24% depending on the platform and account size.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
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Location

Crystal Lake, IL

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History

Regulatory History
Clean regulatory record

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 →
Employment History
Current Registrations
Lincoln InvestmentBroker
October 2025 - Present · 1 yr
Lincoln Investment
October 2025 - Present · 1 yr
Previous Registrations
Charles Schwab & CO., INC.Broker
August 2021 - October 2025 · 4 yrs 2 mos
Charles Schwab & CO., INC.
August 2021 - October 2025 · 4 yrs 2 mos
Missionsquare Retirement
October 2013 - August 2021 · 7 yrs 10 mos
Icma-Rc Services, LLCBroker
October 2013 - August 2021 · 7 yrs 10 mos
LPL Financial LLCBroker
November 2012 - June 2013 · 7 mos
LPL Financial LLC
November 2012 - June 2013 · 7 mos
CUNA Brokerage Services, INC.Broker
March 2012 - November 2012 · 8 mos
CUNA Brokerage Services, INC.
March 2012 - November 2012 · 8 mos
Genworth Financial Securities CorporationBroker
September 2009 - March 2012 · 2 yrs 6 mos
Genworth Financial Advisers Corporation
September 2009 - March 2012 · 2 yrs 6 mos
Fifth Third Securities, INC.Broker
April 2009 - September 2009 · 5 mos
Calamos Financial Services LLCBroker
January 2004 - January 2009 · 5 yrs
Harris Investor Services LLCBroker
May 2002 - January 2004 · 1 yr 8 mos
Harris Investor Services LLC
February 2002 - January 2004 · 1 yr 11 mos
Ameritas Investment CORP.Broker
January 2002 - May 2002 · 4 mos
Harris Investorline INC.Broker
November 2001 - May 2002 · 6 mos
Citicorp Investment ServicesBroker
August 2001 - November 2001 · 3 mos
Banc One Securities CorporationBroker
March 2001 - August 2001 · 5 mos
Wingspan Investment ServicesBroker
December 1999 - August 2001 · 1 yr 8 mos
State Registrations23 states
ALAZCACOCTFLIAILINKSMAMIMNMONCNMNVNYTNTXUTWAWI
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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