SP
CFP
SP
CFP
Scott Perrone
22 Years of Experience
Orlando, FL
1 DisclosureSells Insurance
Scott Perrone is a CFP-designated registered investment advisor at Advisory Services Network, based in Orlando, FL, with 22 years of industry experience. Scott operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 11,852 clients with $8.6B in assets under management.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
246 advisors
Number of Clients
11,852 clients
Average Client Portfolio
$727K average
Assets Under Management
$8.6B
Fee Structure
Minimum Investment:$25K
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 2.25% |
| $500K - $2.0M | 1.75% |
| $2.0M - $5.0M | 1.50% |
| $5M+ | 1.25% |
All fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
390 N. Orange Ave., Suite 2300, Orlando, FL, 32801
Get directionsHistory
Regulatory History (1)
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Employment Separation After Allegations
November 2016Other Business ActivitiesSells Insurance
Scott works as an insurance agent. This activity requires minimal time.
Employment History
Current Registrations
Advisory Services Network
November 2021 - Present · 4 yrs 6 mos
Previous Registrations
Kovack Advisors, INC.
February 2019 - November 2021 · 2 yrs 9 mos
Capital Markets Iq, LLC
February 2017 - February 2019 · 2 yrs
LPL Financial LLC
August 2015 - November 2016 · 1 yr 3 mos
LPL Financial LLCBroker
July 2015 - November 2016 · 1 yr 4 mos
Invest Financial Corporation
March 2015 - August 2015 · 5 mos
Invest Financial CorporationBroker
March 2015 - August 2015 · 5 mos
Cuso Financial Services, L.P.
July 2013 - March 2015 · 1 yr 8 mos
Cuso Financial Services, L.P.Broker
January 2013 - March 2015 · 2 yrs 2 mos
Pruco Securities, LLC.Broker
January 2013 - January 2013 · 0 mos
Hartford Equity Sales Company INC.Broker
December 2011 - January 2013 · 1 yr 1 mo
Lincoln Financial Distributors, INC.Broker
March 2008 - December 2011 · 3 yrs 9 mos
Directed Services LLCBroker
February 2004 - February 2008 · 4 yrs
Ids Life Insurance CompanyBroker
April 2003 - January 2004 · 9 mos
American Express Financial Advisors INC.Broker
April 2003 - January 2004 · 9 mos
American Express Financial Advisors, INC.
April 2003 - January 2004 · 9 mos
State Registrations1 state
FL
Advisor
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.