George Diamantis, financial advisor Chamblee GA

George Diamantis

CRD Number: 1311320
Current Firm: Lpl Financial LLC

George Diamantis (CRD# 1311320) is an Investment Advisor Representative working at Lpl Financial LLC in Chamblee, GA and has over 35 years of experience in the finance industry.

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Company Name Location Dates Years
Lpl Financial LLC Chamblee, GA Aug 2011 - Current 12
Bay Financial Advisors, Inc. Chamblee, GA Mar 2014 - Dec 2021 7
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Feb 1989
S65 NASAA Investment Advisors Law Examination Apr 1999
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, financial matters, and other matters required to be disclosed in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for George E. Diamantis
Phone Number: 704-733-3300
Registered State(s):
  • GA
  • TX
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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