George Bernhard is a CFP-designated registered investment advisor at LPL Financial LLC, based in Vienna, VA, 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
8300 Boone Blvd Ste 500, Vienna, VA, 22182
Get directionsHistory
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 Plumtree Financial, Inc. and PeachTree Retirement Plan Advisors as DBAs for his LPL business, dedicating full-time and about a quarter of his time, respectively. He is also a member of Westwood Country Club, spending minimal time there and receiving referral fees.
Employment History
Current Registrations
LPL Financial LLCBroker
LPL Financial LLC
Previous Registrations
LPL Financial LLCBroker
LPL Financial LLC
Bb&t Investment Services, INC.
Bb&t Investment Services, INC.Broker
Westminster Financial Securities, INC.Broker
Wachovia Securities, LLC
Wachovia Securities, LLCBroker
Prudential Securities Incorporated
Prudential Securities IncorporatedBroker
Legg Mason Wood Walker, IncorporatedBroker
State Registrations23 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.