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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you George? Claim Your ProfileGeorge Dorvillier has been in the financial services industry since July 24, 1990. George is currently registered with LPL Financial LLC in California and Texas. George has a total of 30 active state registrations and 2 active Investment Advisor state registrations. George is also registered with FINRA as a Registered Representative and a General Securities Principal. George has passed a number of exams including the Series 6, 7, 24, 26, 63, and 66 exams. George has experience with corporations, individuals, charitable organizations, and pension plans. George has a number of specializations and is committed to providing financial planning advice.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Consulting and other non-discretionary advisory services
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
CA
11/19/2009 - Present
LPL Financial LLC (LA JOLLA CA)
CA
03/05/1993 - 11/26/1997
ARAGON FINANCIAL SERVICES, INC. (IRVINE CA)
MN
07/25/1990 - 03/17/1993
FORTIS INVESTORS, INC. (OAKDALE MN)
BOTH
Issued 06/17/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/28/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/07/2002
Series 24 - General Securities Principal Examination
BC
Issued 08/09/1996
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/05/2001
Series 7 - General Securities Representative Examination
BC
Issued 07/23/1990
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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