DC
DC

Dustin Corrente

23 Years of Experience
North Bethesda, MD
Broker

Dustin Corrente is a registered investment advisor at LPL Enterprise, LLC, based in North Bethesda, MD, with 23 years of industry experience. Dustin 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
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
3039 advisors
Number of Clients
86,726 clients
Average Client Portfolio
$217K average
Assets Under Management
$18.9B

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%).

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Location

909 Rose Avenue, Suite 650, North Bethesda, MD, 20852

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History

Regulatory History
Clean regulatory record

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.

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Employment History
Current Registrations
LPL Enterprise, LLC
November 2024 - Present · 1 yr 8 mos
LPL Enterprise, LLCBroker
November 2024 - Present · 1 yr 8 mos
Previous Registrations
Prudential Financial Planning Services
October 2012 - November 2024 · 12 yrs 1 mo
Pruco Securities, LLC.Broker
September 2012 - November 2024 · 12 yrs 2 mos
Ameriprise Financial Services, INC.
October 2002 - September 2012 · 9 yrs 11 mos
Ameriprise Financial Services, INC.Broker
August 2002 - September 2012 · 10 yrs 1 mo
Ids Life Insurance CompanyBroker
August 2002 - July 2006 · 3 yrs 11 mos
State Registrations44 states
AKARAZCACOCTDCDEFLGAHIIDILINKSKYLAMAMDMEMIMNMOMSMTNCNHNJNMNVNYOHORPARISCSDTXUTVAVTWAWIWV
AdvisorBrokerBoth

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
No exam information available for this advisor.