Brian
Scott

Lpl Financial LLC

CRD#6424153
Investment Advisor
in Burley, ID

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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

Series 66

Years Registered*

2 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

Office Location

1650 Overland Ave Ste 7
Burley, ID 83318

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Lpl Financial LLC Brokerage Details

Total Assets Under Management

$368,018,536,946

ID Average: $646,059,043
Total Number of Employees

31,366

ID Average: 13
Total Number of Accounts

1,688,501

ID Average: 661
Average Account Size

$217,956

ID Average: $977,396

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.*

2021 - Present (3 years)

Lpl Financial, LLC

2020 - Present (4 years)

B&E Scott Addison Property LLC

2020 - Present (4 years)

B&E Scott Addison Property LLC

2020 - Present (4 years)

B&E Scott Fillmore Property LLC

2017 - Present (7 years)

B & E Scott Commercial Real Estate

2016 - Present (8 years)

B&E Scott LLC

2016 - Present (8 years)

Sips N Sweet Treats

2016 - 2019 (3 years)

Snake River Business Network

2015 - 2021 (6 years)

Waddell & Reed, Inc

2015 - 2015 (< 1 year)

Mml Investors Services LLC

2015 - 2021 (6 years)

Various Insurance Carriers For W & R Insurance Agencies

2015 - 2015 (< 1 year)

Mass Mutual Financial Group

2015 - 2018 (3 years)

Idaho Security Partners, LLC

2014 - 2015 (1 year)

Mass Mutual Life Insurance Company

2012 - 2015 (3 years)

Jott Services LLC

2009 - 2015 (6 years)

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

Eric Matthews
Fort Mill, SC
Gregory Horn
Lawrenceburg, IN
Daniel Gielow
Festus, MO
Bridget Platania
Arlington Heights, IL
Eric Shore
Danville, IL
Aaron Belgard
Guntersville, AL
Jon Mcknight
Dyersburg, TN
Karen Soule
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.

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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.

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