George Scarborough
George Scarborough is a CFP-designated registered investment advisor at LPL Financial LLC, based in Allen, TX, with 20 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.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.50% |
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
Location
790 S Watters Rd Ste 100, Allen, TX, 75013
Get directionsHistory
Regulatory History (1)
Customer Dispute
February 2015Other Business ActivitiesSells Insurance
George spends all of his time on non-variable insurance sales, including annuity, life, and long-term care, through Ricker Retirement Specialists. He also provides notary services, manages a vacation rental cabin, operates North Texas Wealth Management as a DBA for his LPL business, and owns raw land for a future office building.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Securities America Advisors, INC.
Securities America, INC.Broker
State Registrations1 state
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
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