Peter St George, financial advisor Harvard MA
93 score

Peter St George

CRD Number: 5384965
Current Firm: Lpl Financial LLC

Peter St George (CRD# 5384965) is an Investment Advisor Representative working at Lpl Financial LLC in Harvard, MA and has over 8 years of experience in the finance industry.

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Company Name Location Dates Years
Lpl Financial, LLC Harvard, MA Apr 2011 - Current 5
Rollstone Bank And Trust Harvard, MA Apr 2011 - Current 5
Nylife Securities LLC Waltham, MA Sep 2007 - Apr 2011 3
New York Life Insurance Co Waltham, MA Jul 2006 - Apr 2011 4
Gervais Lincoln Mercury Lowell, MA Aug 2003 - Jul 2007 3
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jan 2008
S65 NASAA Investment Advisors Law Examination Nov 2013
Contact Info for Peter W. St George
Phone Number: 617-423-3644
Firm Website: http://www.lpl.com
Registered State(s):
  • MA
By the Numbers
  • Total Assets Under Management
    112,086
    MILLIONS
  • Total Number of Accounts
    531,091
    ACCOUNTS
  • Average Account Value
    $211,049
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

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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