Justin Lotano
Justin Lotano is a registered investment advisor at LPL Financial LLC, based in Colts Neck, NJ, with 19 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
265 Nj 34 2nd Fl, Colts Neck, NJ, 07722
Get directionsHistory
Regulatory History (2)
Employment Separation After Allegations
February 2025Customer Dispute
April 2019Other Business Activities
Justin operates Shorepoint Wealth Management and Lotano Financial Group as DBAs for his LPL business, dedicating full-time hours to Shorepoint Wealth Management. He also has a business entity, Lotano Financial Group LLC, but spends no time on it.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
LPL Financial LLC
Previous Registrations
Wells Fargo Advisors Financial Network, LLCBroker
Wells Fargo Advisors
Wells Fargo Clearing Services, LLC
Wells Fargo Clearing Services, LLCBroker
Ameriprise Financial Services, INC.
Ameriprise Financial Services, INC.Broker
State Registrations28 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.