Lpl Financial LLC
CRD#2044570
Investment Advisor
in La Jolla, CA
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About this Advisor
George Dorvillier is a financial advisor working in La Jolla, California with 20 years of relevant experience. Dorvillier works at Lpl Financial LLC. They have spent their whole career at Lpl Financial Llc. Dorvillier maintains Series 63 and Series 66 licenses, designating them as a securities broker, and is approved to advise clients in California and Texas.Lpl Financial LLC is a company operating out of Fort Mill, SC. The company has offices in 9,898 locations and a total of 31,366 people on staff. It has $368 billion in total assets among its 1,688,501 customer accounts, making it one of the largest investment advisory firms in the United States by assets under management. The firm serves 3,425 charitable organizations. Of its 1,688,501 accounts, 31% belong to high-net-worth individuals who have at least $1 million in investable assets. Lpl Financial LLC has a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, educational seminars and other services. Financial management fees typically are based on which services the firm provides the client. However, fees charged by Lpl Financial LLC can be comprised of asset-based, hourly, fixed and commission-based fees.
Certifications and Registrations
Series 63, Series 66
Years Registered*
20 years
Services Offered
Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Educational seminars/workshops, Other
Fee Structure
Percentage of Assets, Hourly Charges, Fixed Fees, Commissions
Office Location
7777 Fay Ave Ste 315
La Jolla, CA 92037-4325
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Lpl Financial LLC Brokerage Details
Total Assets Under Management
$368,018,536,946
CA Average: $646,059,043
Total Number of Employees
31,366
CA Average: 13
Total Number of Accounts
1,688,501
CA Average: 661
Average Account Size
$217,956
CA Average: $977,396
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
- Other
George Dorvillier Work History
George has been registered as a financial advisor for 20 years.*
1997 - Present (27 years)
Lpl Financial, LLC (Formerly: Linsco/Private Ledger Corp.)
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of George Dorvillier to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Lpl Financial LLC
Eric Matthews
Fort Mill, SC
Dominick Lanuti
Buffalo, NY
Adam Chaney
Naperville, IL
Hyun Song
Vienna, VA
Andrew Gaber
Parker, CO
Scott Fritz
Exton, PA
Michael Evans
Westerville, OH
Gregory Mason
Biloxi, MS
Learn more about Lpl Financial LLC
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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