George Warburg, financial advisor Glastonbury CT

George Warburg

CRD Number: 6715402
Current Firm: Lpl Financial LLC

George Warburg (CRD# 6715402) is an Investment Advisor Representative working at Lpl Financial LLC in Glastonbury, CT and has over 3 years of experience in the finance industry.

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Advice And Planning Services
Company Name Location Dates Years
Lpl Financial LLC Glastonbury, CT Jan 2021 - Current < 1
Ameriprise Financial Services LLC Mystic, CT Jan 2021 - Jan 2021 < 1
Wells Fargo Clearing Services, LLC Mystic, CT Jul 2018 - Jan 2021 2
Metalor Technologies North Attleboro, MA Apr 2017 - May 2018 1
Unemployment New York, NY May 2016 - Feb 2017 < 1
Sionic Advisors LLC Elmsford, NY May 2015 - May 2016 1
College Of Charleston Charleston, SC Aug 2011 - May 2015 3
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Oct 2018
Contact Info for George Warburg
Phone Number: 704-733-3300
Registered State(s):
  • CT
  • RI
By the Numbers
  • Total Assets Under Management
    268,834
    MILLIONS
  • Total Number of Accounts
    1,055,189
    ACCOUNTS
  • Average Account Value
    $254,773
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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