Scott Perrone, financial advisor Orlando FL
89 score

Scott Perrone

CRD Number: 4611078
Current Firm: Lpl Financial LLC

Scott Perrone (CRD# 4611078) is an Investment Advisor Representative working at Lpl Financial LLC in Orlando, FL and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
Lpl Orlando, FL Jul 2015 - Current 1
Partners Federal Credit Union Orlando, FL Jul 2015 - Current 1
Seacoast National Bank Winter Garden, FL Mar 2015 - Jul 2015 < 1
Invest Financial Corp. Winter Garden, FL Mar 2015 - Jul 2015 < 1
Fairwinds Credit Union Orlando, FL Jan 2013 - Feb 2015 2
Cuso Financial Services, LP San Diego, CA Jan 2013 - Feb 2015 2
Pruco Securities, LLC Orlando, FL Jan 2013 - Jan 2013 < 1
The Prudential Insurance Company Of America Orlando, FL Jan 2013 - Jan 2013 < 1
Hartford Equity Sales Company, Inc. Lake Mary, FL Nov 2011 - Jan 2013 1
Lincoln Financial Distributors Philadelphia, PA Mar 2008 - Dec 2011 3
Directed Services, Inc. West Chester, PA Feb 2004 - Feb 2008 4
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jul 2013
Contact Info for Scott R. Perrone
Phone Number: 617-423-3644
Firm Website: http://www.lpl.com
Registered State(s):
  • FL
By the Numbers
  • Total Assets Under Management
    112,086
    MILLIONS
  • Total Number of Accounts
    531,091
    ACCOUNTS
  • Average Account Value
    $211,049
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
89
Clean Record
This advisor has a clean track record with regulators.

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