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. Justin is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 1,986,990 clients with $820B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.50% |
The maximum account fee is 2.50% and is negotiable between the client and the advisor. Fees are based on total assets in the account and payable quarterly in advance.
Fee Estimator
Location
Delray Beach, FL
Get directionsHistory
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.
Exams
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