George Mouradian, financial advisor Plainview NY

George Mouradian

CRD Number: 2324371
Current Firm: Lpl Financial LLC

George Mouradian (CRD# 2324371) is an Investment Advisor Representative working at Lpl Financial LLC in Plainview, NY and has over 30 years of experience in the finance industry.

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Company Name Location Dates Years
Lpl Financial LLC Plainview, NY Jan 2023 - Current 1
Jovia Credit Union Plainview, NY Jan 2023 - Current 1
United Brokerage Services Inc. Myrtle Beach, SC Apr 2022 - Jan 2023 < 1
Lpl Finanical LLC East Northport, NY Mar 2021 - Apr 2022 1
New York Community Bank East Northport, NY Mar 2021 - Apr 2022 1
Cuna Mutual Group Waverly, IA Aug 2014 - Mar 2021 6
Cuna Brokerage Services, Inc. Waverly, IA Aug 2014 - Mar 2021 6
Invest Financial Corporation Bethpage, NY Aug 2011 - Aug 2014 3
Bethpage Financial Services Bethpage, NY Sep 2010 - Aug 2014 3
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Nov 1993
S65 NASAA Investment Advisors Law Examination Jun 2003
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for George K. Mouradian
Phone Number: 704-733-3300
Registered State(s):
  • NY
By the Numbers
  • Total Assets Under Management
    368,019
    MILLIONS
  • Total Number of Accounts
    1,688,501
    ACCOUNTS
  • Average Account Value
    $217,956
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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