George Rizos is a registered investment advisor at LPL Financial LLC, based in Park Ridge, IL, 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
950 W Touhy Ave, Park Ridge, IL, 60068
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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George operates his LPL business through Wintrust Investments, dedicating full-time hours to it. He also owns two real estate rental properties through RIZORT LLC and RIZORT LLC PEBBLEBEACH, spending minimal time on each.
Employment History
Current Registrations
LPL Financial LLCBroker
LPL Financial LLC
Previous Registrations
Wintrust Investments
Wintrust Investments LLCBroker
J.P. Morgan Securities LLCBroker
J.P. Morgan Securities LLC
Chase Investment Services CORP.
Chase Investment Services CORP.Broker
Banc One Securities CorporationBroker
State Registrations52 states
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