TrueAdvisor
TrueAdvisor
GB
CFP
GB
CFP

George Brkljacic

LPL Financial LLC
24 Years of Experience
Tampa, FL
Broker
View SEC Summary
View SEC Summary

George Brkljacic is a CFP-designated registered investment advisor at LPL Financial LLC, based in Tampa, FL, with 24 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.

LPL Financial LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
28221 advisors
Number of Clients
1,986,990 clients
Average Client Portfolio
$412K average
Assets Under Management
$819.1B

Fee Structure

Minimum Investment:$1K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.50%

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
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

401 E. Sligh Ave, Tampa, FL, 33604

Get directions

History

Regulatory History
Clean regulatory record

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 Money Matters and Money Matters of Tampa, which are DBAs for his LPL business. He also owns KEGL LLC and other real estate rental properties, as well as GPB Wealth Management and The Money Coach LLC for tax/investment purposes.

Employment History
Current Registrations
LPL Financial LLC
February 2023 - Present · 3 yrs 8 mos
LPL Financial LLCBroker
February 2023 - Present · 3 yrs 8 mos
Previous Registrations
Cetera Advisor Networks LLC
May 2021 - February 2023 · 1 yr 9 mos
Cetera Advisor Networks LLCBroker
September 2019 - February 2023 · 3 yrs 5 mos
Summit Financial Group INC
May 2009 - May 2021 · 12 yrs
Summit Brokerage Services, INC.Broker
March 2009 - September 2019 · 10 yrs 6 mos
Investment Advisors
August 2007 - April 2009 · 1 yr 8 mos
Proequities, INC.Broker
October 2005 - April 2009 · 3 yrs 6 mos
Vestpoint Securities, INC.Broker
September 2004 - August 2005 · 11 mos
Geb Financial Services Group, LLCBroker
August 2003 - June 2004 · 10 mos
Waddell & Reed, INC.Broker
April 2001 - January 2003 · 1 yr 9 mos
State Registrations25 states
ALARAZCACOFLGAIDILINMDMEMINCNJNVOHOKORPASCTNTXVAWA
AdvisorBrokerBoth

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
No exam information available for this advisor.
More Advisors
More financial advisors in Tampa, FL →All financial advisors in Florida →