George Sinanis
George Sinanis is a registered investment advisor at LPL Financial LLC, based in Westlake Village, CA, 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 Investment Management, Retirement Planning. Their firm serves 1,986,990 clients with $820B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.50% |
The maximum account fee is 2.50% and is negotiable between the client and the advisor. Fees are based on total assets in the account and payable quarterly in advance.
Fee Estimator
Location
2555 Townsgate Rd Ste 300, Westlake Village, CA, 91361
Get directionsHistory
Regulatory History (1)
Customer Dispute
November 2006Other Business ActivitiesSells Insurance
George is an agent selling accident & health, life, and variable insurance products. This activity is investment-related.
Employment History
Current Registrations
LPL Financial LLCBroker
LPL Financial LLC
Previous Registrations
Western International Securities, INC.Broker
Western International Securities
Unionbanc Investment Services, LLCBroker
Unionbanc Investment Services, LLC
Citigroup Global Markets INC.
Citigroup Global Markets INC.Broker
Wamu Investments, INC.
Wamu Investments, INC.Broker
Dean Witter Reynolds INC.Broker
State Registrations8 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.
Exams
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