George Stambouloglou is a registered investment advisor at LPL Financial LLC, based in East Haven, CT, with 20 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
260 Main Street, East Haven, CT, 06512
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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 Activities
George operates under the DBA Webster Investments for his LPL business since 2021. This activity is investment-related.
Employment History
Current Registrations
LPL Financial LLCBroker
LPL Financial LLC
Previous Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Infinex Investments, INC.Broker
Infinex Investments, INC.
Santander Securities
Santander Securities LLCBroker
Lifemark Securities CORP.Broker
Infinex Investments, INC.Broker
LPL Financial LLCBroker
Cadaret, Grant & CO., INC.Broker
Great American Advisors, INC.Broker
Prudential Annuities Distributors, INCBroker
Wachovia Securities, INC.Broker
Conseco Securities, INC.Broker
Infinex Investments, INC.Broker
State Registrations14 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.