Justin Lotano
Justin Lotano is a registered investment advisor at LPL Financial LLC, based in Colts Neck, NJ, with 20 years of industry experience. Justin is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 1,986,990 clients with $820B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.50% |
The maximum account fee is 2.50% and is negotiable between the client and the advisor. Fees are based on total assets in the account and payable quarterly in advance.
Fee Estimator
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.
Exams
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