Scott ValentineCRD Number: 2334877
Current Firm: Lpl Financial LLC
Scott Valentine (CRD# 2334877) is an Investment Advisor Representative working at Lpl Financial LLC in Ronkonkoma, NY and has over 18 years of experience in the finance industry.
American Portfolios Advisors, Inc.
J.p. Morgan Securities LLC
Northwestern Mutual Investment Services,llc
|Lpl Financial, LLC||North Babylon, NY||Feb 2016 - Current||6|
|Capital One Sharebuilder, Inc.||Sag Harbor, NY||Jan 2015 - Feb 2016||1|
|Sharebuilder 401k||Seattle, WA||Jan 2015 - Feb 2016||1|
|Capital One Financial Advisors||Melville, NY||Mar 2014 - Feb 2016||1|
|Metlife Securities Inc.||New York, NY||Oct 2010 - Mar 2014||3|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Nov 2003|
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved.Get Details on the FINRA Advisor Check site
Total Assets Under Management404,176MILLIONS
Total Number of Accounts1,517,995ACCOUNTS
Average Account Value$266,257
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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
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, WY
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