Connie
Weems-Scott

Lpl Financial LLC

CRD#1893728
Investment Advisor
in Atlanta, GA
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About this Advisor

Connie Weems-Scott is a certified financial planner whose office is in Atlanta, Georgia. Currently a registered financial advisor at Lpl Financial LLC, Weems-Scott has a notable 30 years of practice as a registered advisor. Weems-Scott holds Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative. Weems-Scott can operate based out of Georgia and Texas. Throughout their career, they have worked at Securities America, Inc, State Mutual Companies, Securities America Advisors, Inc, Allmerica Financial, Searcy, Weems-Scott, & Cleare, Lpl Financial LLC and Searcy, Weems-Scott & Associates. Lpl Financial LLC is based out of Atlanta, Georgia, and operates out of 8,011 other locations in the United States. In aggregate, Lpl Financial LLC manages $153 billion in assets throughout 680,466 accounts and retains more than 22,703 people. The firm's total assets under management makes it one of the largest financial advisory firms in the country. The firm manages 655,827 accounts on a discretionary basis, in which the advisor makes investment decisions at their discretion. Currently 23% of the investment firm's investors are high-net-worth individuals, meaning they have over $1 million in investable assets. Lpl Financial LLC provides financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, educational seminars and other services. The firm may charge clients asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 63, Series 65, Certified Financial Planner

Years of Experience

30 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Educational seminars/workshops, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions

Disclosures

Yes

Office Location

200 Ashford Center N, Ste 400
Atlanta, GA 30338

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Lpl Financial LLC Brokerage Details

Total Assets Under Management

$159,099,423,965

GA Average: $16,012,751,954
Total Number of Employees

22,790

GA Average: 118
Total Number of Accounts

786,525

GA Average: 4,567
Average Account Size

$202,281

GA Average: $3,506,186

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Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops
  • Other

Connie Weems-Scott Work History

Connie has 30 years of experience.

2011 - Present (8 years)

Lpl Financial LLC

2011 - 2011 (< 1 year)

Searcy, Weems-Scott & Associates

2003 - 2011 (8 years)

Securities America, Inc

2003 - 2011 (8 years)

Securities America Advisors, Inc

2003 - 2011 (8 years)

Allmerica Financial

2003 - 2011 (8 years)

Searcy, Weems-Scott, & Cleare

1988 - 2011 (23 years)

State Mutual Companies

Disclosures

Connie Weems-Scott has disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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