George Anthony Sonntag

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

• 09/1994 → Present
  Integrated Benefit Corporation
  Weymouth, MA
• 06/1995 → Present
  Lpl Financial Llc
  Boston, MA

Other Businesses

(1) 8/31/2001: NO BUSINESS NAME - INCOME TAX PREPARATION & INSURANCE SALES - INV REL - AT REPORTED BUSINESS LOCATION - INTEGRATED BENEFIT COMPANY - 30% TIME SPENT. (2) 1/2/2007: Integrated Benefit Company - Tax Prep/Accounting/CPA - INV REL - AT REPORTED BUSINESS LOCATION - Income Tax Preparation, PC Insurance Sales - 50% TIME SPENT.

Exams

• S63 Uniform Securities Agent State Law Examination
  1992-01-17

Designations

• Certified Financial Planner

Other Names

• Chip Sonntag
• George Anthony Sonntag