Justin Scheckner
Justin Scheckner is a CFP-designated registered investment advisor at LPL Financial LLC, based in Delray Beach, FL, with 22 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
LPL Financial, along with your advisor, charges an annual fee based on the value of your account. This fee covers asset management, administrative, and custodial services. The fee is negotiable, but the maximum is 2.50% per year, paid quarterly in advance. LPL may share a portion of this fee with your advisor.
Location
Delray Beach, FL
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Regulatory History (1)
Customer Dispute
June 2013Other Business ActivitiesSells Insurance
Justin operates Wexford Financial Strategies as a DBA for his LPL business, dedicating most of his time to it. He is also an insurance agent for Aries Capital Management/Aries Group Benefits, focusing on non-variable insurance, spending a few hours per week on this activity.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
MML Investors Services, LLCBroker
Alliancebernstein Investments, INC.Broker
Neuberger Berman, LLCBroker
State Registrations7 states
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.