Magdalena Georgopoulos
Magdalena Georgopoulos is a registered investment advisor at LPL Financial LLC, based in Torrance, CA, 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
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
3655 Torrance Blvd, #341, 3rd Floor, Torrance, CA, 90503
Get directionsHistory
Regulatory History (1)
Customer Dispute
October 2009Other Business Activities
Magdalena operates Georgopoulos Wealth Management as a DBA for her LPL business, dedicating minimal time. She also owns rental real estate, spending minimal time on it.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Chase Investment Services CORP.Broker
Chase Investment Services CORP.
Wamu Investments, INC.
Wamu Investments, INC.Broker
Citicorp Investment Services
Citicorp Investment ServicesBroker
Citicorp Investment ServicesBroker
Sunamerica Securities, INC.Broker
State Registrations16 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.