June Scortino
June Scortino is a registered investment advisor at LPL Enterprise, LLC, based in Basking Ridge, NJ, with 11 years of industry experience. June operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Investment Management, Retirement Planning, and 1 more. Their firm serves 86,726 clients with $19B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
LPLE provides access to investment management through third-party asset management programs (TAMPs) and LPL's Model Wealth Portfolios (MWP). For TAMPs, the fees are negotiated with the LPLE representative, typically up to 2% of the assets managed, but may be higher in certain circumstances. The TAMP sponsor also charges a fee. For MWP, clients are charged an annual account fee that includes an advisory fee (maximum 2.35% and is negotiable) and a manager fee (0% to 0.60%).
Location
110 Allen Road, 2nd Floor, Basking Ridge, NJ, 07920
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Regulatory History (1)
Criminal
July 2004Other Business ActivitiesSells Insurance
June operates Collegiate Financial as a DBA for her LPL business, offering insurance and investment services, financial planning, investment advisory, and related marketing activities. This takes nearly all of June's time, especially during training.
Employment History
Current Registrations
LPL Enterprise, LLCBroker
LPL Enterprise, LLC
Previous Registrations
Prudential Financial Planning Services
Pruco Securities, LLC.Broker
Invest Financial CorporationBroker
National Planning CorporationBroker
Jefferson Pilot Securities CorporationBroker
The Lincoln National Life Insurance CompanyBroker
Lincoln Financial Advisors Corporation
Lincoln Financial Advisors CorporationBroker
Ing Financial Partners, INC
Ing Financial Partners, INC.Broker
MML Investors Services, INC.Broker
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.