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Justin Skelton

LPL Financial LLC
15 Years of Experience
San Mateo, CA
1 DisclosureBrokerSells Insurance
View SEC Summary
View SEC Summary

Justin Skelton is a registered investment advisor at LPL Financial LLC, based in San Mateo, CA, with 15 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.

LPL Financial LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
28221 advisors
Number of Clients
1,986,990 clients
Average Client Portfolio
$412K average
Assets Under Management
$819.1B

Fee Structure

Minimum Investment:$1K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.50%

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
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

1510 Fashion Island Blvd, Ste 380, San Mateo, CA, 94404

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Criminal
September 2002
Final Disposition
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Justin operates under two DBAs for his LPL business: SGC Financial & Insurance Services (since 2010) and SageCrest Wealth Management (since 2022), dedicating full-time hours to these activities. He is also an insurance agent selling non-variable insurance since 2020, dedicating a few hours per week, and has outside W-2 employment since 2024, dedicating minimal time.

Employment History
Current Registrations
LPL Financial LLC
August 2020 - Present · 6 yrs 2 mos
LPL Financial LLCBroker
August 2020 - Present · 6 yrs 2 mos
Previous Registrations
Securian Financial Services, INC.
June 2011 - September 2020 · 9 yrs 3 mos
Securian Financial Services, INC.Broker
February 2011 - September 2020 · 9 yrs 7 mos
State Registrations23 states
AZCACOCTFLHIIDILMAMDMEMINCNJNVNYOHORSCTXUTVTWA
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.
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