George Lorenz
George Lorenz is a registered investment advisor at LPL Financial LLC, based in Melville, NY, with 25 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
105 Maxess Rd Ste S124, Melville, NY, 11747
Get directionsHistory
Regulatory History (1)
Customer Dispute
May 2008Other Business ActivitiesSells Insurance
George sells life, disability, and fixed insurance, dedicating minimal time to these activities. He is also an agent for Life Policy Pros, an insurance agency, and spends a few hours per week on this.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
LPL Financial LLC
Ameriprise Financial Services, INC.Broker
Ameriprise Financial Services, INC.
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
A. G. Edwards & Sons, INC.Broker
W. S. Griffith & CO., INC.Broker
State Registrations15 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.