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George Rabel

11 Years of Experience
Fort Worth, TX
Broker

George Rabel is a registered investment advisor at LPL Financial LLC, based in Fort Worth, TX, with 11 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.

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Location

14050 Faa Blvd, Fort Worth, TX, 76155

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

George operates as Flagship Financial Group, a DBA for his LPL business, since 2020. This activity is investment-related and takes up all of his time.

Employment History
Current Registrations
LPL Financial LLC
October 2020 - Present · 5 yrs 7 mos
LPL Financial LLCBroker
October 2020 - Present · 5 yrs 7 mos
LPL Financial LLC
October 2020 - Present · 5 yrs 7 mos
Previous Registrations
Cetera Investment Services LLCBroker
September 2019 - October 2020 · 1 yr 1 mo
Cetera Investment Advisers LLC
September 2019 - October 2020 · 1 yr 1 mo
Charles Schwab & CO., INC.
May 2018 - October 2018 · 5 mos
Charles Schwab & CO., INC.Broker
May 2018 - October 2018 · 5 mos
AXA Advisors, LLC
October 2016 - April 2018 · 1 yr 6 mos
AXA Advisors, LLCBroker
July 2013 - April 2018 · 4 yrs 9 mos
State Registrations6 states
CAFLMANCNVTX
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.