George Robert Englert
Investment adviser representative at LPL Financial LLC
50 yearsExperience
2 statesRegistered in
$819.1BFirm assets
51 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
50 years in the industry.
- LPL Financial LLCJul 2024 to now
- Englert & Associates Cpa'sJan 1976 to now
- Avantax Advisory ServicesMay 2003 to Jul 2024
- Avantax Insurance Agency, LLCJun 2002 to Jul 2024
- Avantax Investment Services, Inc.Jun 2001 to Jul 2024
Exams passed
- Series 63 · Uniform Securities Agent State Law2001
- Series 65 · Uniform Investment Adviser Law2002
State registrations
Registered as an investment adviser representative in 2 states (TX, VA).
LPL Financial LLC
$819.1BAssets managed
1,986,990Clients
22,674Advisers
51 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4424945
- Firm CRD
- 6413