Scott
Butera

Lpl Financial LLC

CRD#2946276
Investment Advisor
in San Diego, CA

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About this Advisor

Scott Butera is a certified financial planner operating out of San Diego, California who has 1 year of relevant experience. Butera works at Lpl Financial LLC. Throughout their career, Butera has worked at Edelman Financial Services, Sanders Morris Harris Inc, Ef Legacy Securities, LLC, Financial Engines Advisors L.L.C and Lpl Financial LLC. Butera maintains Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is approved to serve investors in Maryland and Texas. Lpl Financial LLC is a financial advisory business operating out of Fort Mill, SC. The firm has offices in 9,898 locations and a total of 31,366 employees. It manages $368 billion in assets under management across its 1,688,501 client accounts, making it one of the largest financial advisory firms in the United States by assets under management. The firm provides financial advisory services to 3,425 charitable organizations. Of its 1,688,501 client accounts, 31% are held by high-net-worth individuals who have at least $1 million in assets. The business has a number 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 charged by financial advisors largely depend on which services are offered. Fees billed by Lpl Financial LLC likely consist of any blend of asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 63, Series 65, CERTIFIED FINANCIAL PLANNER™

Years Registered*

1 year

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

4707 Executive Dr
San Diego, CA 92121-3091

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Lpl Financial LLC Brokerage Details

Total Assets Under Management

$368,018,536,946

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

31,366

CA Average: 13
Total Number of Accounts

1,688,501

CA Average: 661
Average Account Size

$217,956

CA 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

Scott Butera Work History

Scott has been registered as a financial advisor for 1 years.*

2022 - Present (2 years)

Lpl Financial LLC

2018 - 2022 (4 years)

Financial Engines Advisors L.L.C

2016 - 2018 (2 years)

Ef Legacy Securities, LLC

2006 - 2018 (12 years)

Edelman Financial Services

2006 - 2016 (10 years)

Sanders Morris Harris Inc

*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 Scott Butera 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
Jordan Hopp
Waukesha, WI
John Molinelli
Trenton, NJ
Kristi Johnson
Fort Mill, SC
Gary Mesko
Sarasota, FL
Stephen Martin
Birmingham, AL
Zakaria Fourari
Safety Harbor, FL
Thomas Mercer
Seattle, WA

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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