Brian
Scott
Lpl Financial LLC
Answer a few questions and
get matched with an advisor.
About this Advisor
Brian Scott is a financial advisor working in Burley, Idaho with a total of 2 years of industry experience. Scott is currently employed by Lpl Financial LLC. Their career trajectory has included roles at Mass Mutual Life Insurance Company, Jott Services LLC, Waddell & Reed, Inc, Mml Investors Services LLC, Various Insurance Carriers For W & R Insurance Agencies, Mass Mutual Financial Group, Idaho Security Partners, LLC, Be Scott Financial LLC, B&E Scott LLC, Sips N Sweet Treats, B & E Scott Commercial Real Estate, Snake River Business Network, B&E Scott Addison Property LLC, B&E Scott Fillmore Property LLC and Lpl Financial, LLC. Scott holds a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is approved to serve investors in California, Colorado, Florida, Idaho, Montana, Nevada, North Dakota, Ohio, Utah and Washington. Lpl Financial LLC is a financial advisory business operating out of Fort Mill, SC. The investment advisory business has offices in 9,898 locations and a total of 31,366 people on staff. It oversees $368 billion in assets across its 1,688,501 customer accounts, placing it among the largest financial advisory firms in the country by assets under management. The firm provides services to 3,425 charitable organizations. Of its 1,688,501 customer accounts, 31% are associated with high-net-worth investors who have greater than $1 million in assets available to invest. The company has a broad range of services, including 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. Fees for financial management depend on which service is provided. Fee types billed by Lpl Financial LLC most likely include some combination of asset-based, hourly, fixed and commission-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
Not sure which advisor is right for you? Use our matching tool.
Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.
Lpl Financial LLC Brokerage Details
$368,018,536,946
31,366
1,688,501
$217,956
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
Brian Scott Work History
Brian has been registered as a financial advisor for 2 years.*
Lpl Financial, LLC
B&E Scott Addison Property LLC
B&E Scott Addison Property LLC
B&E Scott Fillmore Property LLC
B & E Scott Commercial Real Estate
B&E Scott LLC
Sips N Sweet Treats
Snake River Business Network
Waddell & Reed, Inc
Mml Investors Services LLC
Various Insurance Carriers For W & R Insurance Agencies
Mass Mutual Financial Group
Idaho Security Partners, LLC
Mass Mutual Life Insurance Company
Jott Services LLC
Be Scott Financial LLC
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Brian Scott to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Lpl Financial LLC
Fort Mill, SC
Purchase, NY
Festus, MO
Arlington Heights, IL
Danville, IL
Guntersville, AL
Dyersburg, TN
Boston, MA
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.
This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.
This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
