GB
GB

George Birdrow

23 Years of Experience
Biloxi, MS
1 DisclosureBroker

George Birdrow is a registered investment advisor at LPL Financial LLC, based in Biloxi, MS, with 23 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
27420 advisors
Number of Clients
1,676,192 clients
Average Client Portfolio
$369K average
Assets Under Management
$618.9B

Fee Structure

Minimum Investment:$1K
Investment management only (planning not offered)

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.

Loading...

Location

Biloxi, MS

Get directions

History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
September 2018
Denied
Other Business Activities

George owns two rental real estate properties, with his wife handling the management. He is also a distributor for golf turf and driving range mats and a commissioner for the City of Biloxi Housing Authority, dedicating minimal time to each of these activities.

Employment History
Current Registrations
LPL Financial LLCBroker
July 2018 - Present · 8 yrs
LPL Financial LLC
July 2018 - Present · 8 yrs
Previous Registrations
Morgan Stanley
June 2009 - July 2018 · 9 yrs 1 mo
Morgan StanleyBroker
June 2009 - July 2018 · 9 yrs 1 mo
Citigroup Global Markets INC.Broker
June 2005 - June 2009 · 4 yrs
Citigroup Global Markets INC.
June 2005 - June 2009 · 4 yrs
UBS Financial Services INC.
May 2002 - July 2005 · 3 yrs 2 mos
UBS Financial Services INC.Broker
April 2002 - July 2005 · 3 yrs 3 mos
State Registrations12 states
ALCACOCTFLGALAMDMSTNTXVA
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.
George Birdrow - Financial Advisor | TrueAdvisor