George Edward Stanley
Investment adviser representative at LPL Financial LLC
14 yearsExperience
1 stateRegistered 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
14 years in the industry.
- LPL Financial LLCAug 2024 to now
- Crossbridge Wealth ManagementJun 2020 to now
- Osaic Wealth, Inc.Jan 2024 to Aug 2024
- Woodbury Financial Services IncMay 2023 to Jan 2024
- Woodbury Financial Services IncNov 2021 to Jun 2022
- East Tennessee State UniversityJul 2019 to May 2021
- The Phone GuyJan 2019 to Jul 2019
- Dicks Sporting GoodsAug 2018 to Jan 2019
- Northeast Tennessee Sports Management LLCJun 2018 to Aug 2018
- AramarkMay 2017 to May 2018
- Kudzu BrandsMay 2017 to Aug 2017
- Montreat CollegeSep 2016 to May 2018
- Holiday Inn HotelJun 2010 to Jul 2017
Exams passed
- Series 66 · Uniform Combined State Law2022
State registrations
Registered as an investment adviser representative in 1 state (TN).
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
- 7263502
- Firm CRD
- 6413