George Melbrod
George Melbrod is a registered investment advisor at LPL Financial LLC, based in San Diego, CA, with 45 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
San Diego, CA
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Regulatory History (1)
Financial
January 2018Other 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
LPL Financial LLCBroker
Previous Registrations
The Planners Network, INC.
National Planning Corporation ("npc of America" in Fl & Ny)
National Planning CorporationBroker
Sunamerica Securities, INC.Broker
Anchor National Financial Services, INC.Broker
Royal Alliance Associates, INC.Broker
Integrated Resources Equity CorporationBroker
Christopher Weil & Company, INCBroker
Penn Mutual Equity Services, INC.Broker
Security First Financial, INC.Broker
State Registrations29 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.