Scott Kurkjian
Scott Kurkjian is a registered investment advisor at LPL Financial LLC, based in Lakewood Ranch, FL, with 25 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
Lakewood Ranch, FL
Get directionsHistory
Regulatory History (1)
Customer Dispute
January 2011Other Business ActivitiesSells Insurance
Scott is a licensed agent for non-variable and fixed insurance through Windy City Financial Partners, spending minimal time on it. He also works full-time for HighPoint Planning Partners LLC, High Point Advisor Group, and Brightstar Wealth Advisors, which are related to his LPL business and investment advisory activities.
Employment History
Current Registrations
LPL Financial LLC
Highpoint Planning Partners
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Highpoint Planning Partners
Iht Wealth Management LLC
Wells Fargo Advisors, LLC
Wells Fargo Advisors, LLCBroker
Citigroup Global Markets INC.Broker
Citigroup Global Markets INC.
Morgan Stanley
Morgan Stanley Dw INC.Broker
State Registrations12 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.