George Merrill is a registered investment advisor at LPL Financial LLC, based in Holmdel, NJ, with 56 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
101 Crawfords Corner Rd, Ste 1120, Holmdel, NJ, 07733
Get directionsHistory
Regulatory History (1)
Customer Dispute
November 1996Other Business Activities
George has two DBAs for his LPL business: BroadFront Capital Management and Gladstone Wealth Partners. Both are investment-related and located in Holmdel, NJ.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Ameriprise Financial Services, LLCBroker
Ameriprise Financial Services, LLC
Wells Fargo Advisors, LLC
Wells Fargo Advisors, LLCBroker
First Union Capital Markets CORP.Broker
Prudential Securities IncorporatedBroker
Thomson Mckinnon Securities INC.Broker
State Registrations13 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.