TrueAdvisor
TrueAdvisor
GM
GM

George Melbrod

LPL Financial LLC
45 Years of Experience
San Diego, CA
3 DisclosuresBrokerSells Insurance
View SEC Summary
View SEC Summary

George Melbrod is a registered investment advisor at LPL Financial LLC, based in San Diego, CA, with 45 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.

LPL Financial LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
28221 advisors
Number of Clients
1,986,990 clients
Average Client Portfolio
$412K average
Assets Under Management
$819.1B

Fee Structure

Minimum Investment:$1K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.50%

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
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

San Diego, CA

Get directions

History

Regulatory History (3)
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.
Judgment / Lien
April 2026
Judgment / Lien
July 2025
Financial
January 2018
Pending
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

George sells fixed insurance products since 2017. He is also the President of Melbrod Financial Services, Inc., where he does tax preparation.

Employment History
Current Registrations
LPL Financial LLC
November 2017 - Present · 8 yrs 11 mos
LPL Financial LLCBroker
November 2017 - Present · 8 yrs 11 mos
Previous Registrations
The Planners Network, INC.
April 2002 - July 2003 · 1 yr 3 mos
National Planning Corporation ("npc of America" in Fl & Ny)
June 2000 - November 2017 · 17 yrs 5 mos
National Planning CorporationBroker
February 2000 - November 2017 · 17 yrs 9 mos
Sunamerica Securities, INC.Broker
May 1992 - February 2000 · 7 yrs 9 mos
Anchor National Financial Services, INC.Broker
February 1991 - May 1992 · 1 yr 3 mos
Royal Alliance Associates, INC.Broker
November 1989 - January 1991 · 1 yr 2 mos
Integrated Resources Equity CorporationBroker
November 1988 - November 1989 · 1 yr
Christopher Weil & Company, INCBroker
January 1988 - November 1988 · 10 mos
Penn Mutual Equity Services, INC.Broker
December 1983 - January 1988 · 4 yrs 1 mo
Security First Financial, INC.Broker
February 1981 - February 1984 · 3 yrs
State Registrations26 states
AKAZCACOFLHIIDILINKSMAMNMOMTNCNENJNMNVNYORPATXUTVAWA
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.
More Advisors
More financial advisors in San Diego, CA →All financial advisors in California →