George Melbrod, financial advisor San Diego CA

George Melbrod

CRD Number: 723108
Current Firm: Lpl Financial LLC

George Melbrod (CRD# 723108) is an Investment Advisor Representative working at Lpl Financial LLC in San Diego, CA and has over 31 years of experience in the finance industry.

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Company Name Location Dates Years
Lpl Financial LLC San Diego, CA Nov 2017 - Current 4
The Planners Network San Marcos, CA Feb 2000 - Current 22
Melbrod-financial Services Inc. San Marcos, CA Sep 1985 - Current 36
George W Melbrod Jr San Marcos, CA Aug 1977 - Current 45
National Planning Corp San Marcos, CA Feb 2000 - Nov 2017 17
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jun 1991
S65 NASAA Investment Advisors Law Examination Sep 1998
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 W. Melbrod
Phone Number: 704-733-3300
Firm Website: https://twitter.com/lpl
Registered State(s):
  • AZ
  • CA
  • MO
  • MT
  • NJ
  • NC
  • PA
  • TX
By the Numbers
  • Total Assets Under Management
    404,176
    MILLIONS
  • Total Number of Accounts
    1,517,995
    ACCOUNTS
  • Average Account Value
    $266,257
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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