David Scureman is a CFP-designated registered investment advisor at LPL Financial LLC, based in Manasquan, NJ, with 12 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
2424 Route 34, Manasquan, NJ, 08736
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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David is a co-owner of Freedom Financial Partners, LLC and the sole owner of Scureman Financial Inc., both entities for tax/investment purposes. He also operates Harbor Lights Financial Group and Harbor Lights Private Wealth LLC as DBAs for his LPL business, dedicating nearly full-time hours to these investment-related activities.
Employment History
Current Registrations
LPL Financial LLCBroker
LPL Financial LLC
Previous Registrations
Wells Fargo Advisors
Wells Fargo Advisors Financial Network, LLCBroker
LPL Financial LLC
LPL Financial LLCBroker
State Registrations15 states
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