Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you George? Claim Your ProfileGeorge Robert Englert is a financial advisor currently registered with LPL Financial LLC. George has been in the industry since 2001 and holds Series 6, 7, 63, and 65 licenses. George is also registered in several states for both securities and investment advisory services. George is affiliated with LPL Financial LLC and has been registered with them since 2024. Prior to that, George was registered with AVANTAX INVESTMENT SERVICES, INC. for over 22 years. In addition to his work as a financial advisor, George also owns and operates Englert Financial and Englert and Associates CPAs.
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.
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2
VA
07/10/2024 - Present
LPL Financial LLC (SPRINGFIELD VA)
VA
09/04/2001 - 07/19/2024
AVANTAX INVESTMENT SERVICES, INC. (Springfield VA)
IA
Issued 12/07/2002
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/12/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/11/2003
Series 7 - General Securities Representative Examination
BC
Issued 08/31/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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