Jane Scarbrough is a CFP-designated registered investment advisor at LPL Financial LLC, based in Santa Rosa, CA, with 43 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
3554 Round Barn Blvd Ste 204, Santa Rosa, CA, 95403
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
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Jane operates under the DBA Scarbrough Financial Group, LLC since 2010. Jane also rents out shared office space to tenants through Scarbrough Financial Group, LLC, dedicating minimal time to this activity.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Women's Wealth Advisory, LLC
Women's Wealth Advisory, LLC
Scarbrough Financial Group, LLC
Scarbrough Financial Group, LLC
Associated Planners Investment Advisory INC
Walsvick & Scarbrough Investment Advisors, LLC
Associated Securities CORP.
Associated Securities CORP.Broker
Legacy Advisory Services, INC.
Legacy Financial Services, INC.Broker
American Skandia Marketing, INC.Broker
Linsco/private Ledger CORP.Broker
Pruco Securities CorporationBroker
The Prudential Insurance Company of AmericaBroker
Pfg Securities, INC.Broker
The Prudential Insurance Company of AmericaBroker
Pruco Securities CorporationBroker
Federation for Financial IndependenceBroker
Great Western Financial Securities CorporationBroker
Isfa CorporationBroker
Lb Energy, INC.Broker
Kennedy, Cabot & CO.Broker
State Registrations34 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.