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George Lingelbach

27 Years of Experience
Broker

George Lingelbach is a registered investment advisor at Huntleigh Advisors, INC., based in Fairview Heights, IL, with 27 years of industry experience. George operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, High Net Worth, Investment Management, Retirement Planning. Their firm serves 1,628 clients with $630M in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
62 advisors
Number of Clients
1,628 clients
Average Client Portfolio
$385K average
Assets Under Management
$626.5M

Fee Structure

Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $1.0M2.00%
$1.0M - $10.0M1.50%
$10M+1.00%

The annual fee and assets under management levels are negotiable based upon certain criteria.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

303 Fountains Parkway, Suite 300, Fairview Heights, IL, 62208

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Huntleigh Advisors, INC.
October 2011 - Present · 14 yrs 6 mos
Huntleigh Securities CorporationBroker
July 2002 - Present · 23 yrs 9 mos
Previous Registrations
Travelers Equities Sales, INC.Broker
July 1984 - September 1988 · 4 yrs 2 mos
State Registrations8 states
CAFLILMIMNMONMSC
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.