George Brkljacic is a CFP-designated registered investment advisor at LPL Financial LLC, based in Tampa, FL, with 24 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
401 E. Sligh Ave, Tampa, FL, 33604
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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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
LPL Financial LLCBroker
Previous Registrations
Cetera Advisor Networks LLC
Cetera Advisor Networks LLCBroker
Summit Financial Group INC
Summit Brokerage Services, INC.Broker
Investment Advisors
Proequities, INC.Broker
Vestpoint Securities, INC.Broker
Geb Financial Services Group, LLCBroker
Waddell & Reed, INC.Broker
State Registrations25 states
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