Jeanine Beratta
Jeanine Beratta is a registered investment advisor at LPL Financial LLC, based in Marlborough, MA, 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
40 Mechanic St., Suite 309, Marlborough, MA, 01752
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Jeanine works full-time at Nexus Financial Group and spends about 10-20% of her time on non-variable insurance. She also works as an attorney and teaches financial education, dedicating minimal time to each.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Cetera Investment Advisers LLC
First Allied Advisory Services, INC.
First Allied Securities, INC.Broker
Cetera Advisors LLC
Cetera Advisors LLCBroker
Investors Capital Advisory
Investors Capital CORP.Broker
Metlife Securities INC.Broker
Metropolitan Life Insurance CompanyBroker
UBS Financial Services INC.Broker
American Express Financial Advisors INC.Broker
Ids Life Insurance CompanyBroker
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.