George Peter Brkljacic

Employer firm

LPl Financial LLC CRD 6413

$819B regulatory AUM 209,600 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Educational seminars
• CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 03/2009 → 09/2019
  Summit Brokerage Services Inc
  Tampa, FL
• 03/2009 → 05/2021
  Summit Financial Grp
  Tampa, FL
• 09/2019 → 02/2023
  Cetera Advisor Networks Llc
  El Segundo, CA
• 02/2023 → Present
  Lpl Financial Llc
  Tampa, FL

Previous Registrations

• 2021-05-20 → 2023-02-23
  Cetera Wealth Services, Llc
  San Antonio, TX
  Tampa, FL
  Gadsden, AL
  El Segundo, CA
• 2009-05-29 → 2021-05-20
  Summit Financial Group Inc
  Tampa, FL
  Gadsen, AL
  Mt. Pleasant, SC
  San Antonio, TX
  Attalla, AL
  Charleston, SC
  Tampa, FL
• 2007-08-30 → 2009-04-23
  Concourse Financial Group Securities, Inc.
  Tampa, FL
  Tampa, FL

Other Businesses

1)02/2023 - Money Matters - DBA for LPL Business (entity for LPL business) - Inv Rel - At Reported Business Location(s) 2)02/2023 - Money Matters of Tampa - Money Matters of Tampa - Inv Rel - Tampa, FL - Start: 12/2022 3)02/2023 - KEGL LLC - Real Estate Rental - Inv Rel - Oldsmar, FL - Inv Rel - Start: 01/2019 4)02/2023 - Owner of Real Estate Rental - Inv Rel - Oldsmar, FL - Start: 01/2022 5)02/2023 - KEGL LLC - Real Estate Rental - Inv Rel - Oldsmar, FL - Start: 01/2019 6)02/2023 - GPB WEALTH MANAGEMENT - Business Entity For Tax/Investment Purposes Only - Non-Inv Rel - Oldsmar, FL - Start: 01/2020 7)02/2023 - THE MONEY COACH LLC - Business Entity For Tax/Investment Purposes Only - Non-Inv Rel - Tampa, FL - Start: 03/2013

Exams

• S66 Uniform Combined State Law Examination
  2007-08-28

Designations

• Certified Financial Planner