Scott
Foster

Lpl Financial LLC

CRD#2303619
Investment Advisor
in Hendersonville, NC

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About this Advisor

Scott Foster is a financial advisor working out of Hendersonville, North Carolina, who has been in the financial industry for 11 years. Foster currently works for Lpl Financial LLC. During their career, Foster has held roles at Uvest Financial Services Group, Inc, Asheville Savings Bank, Hometrust Bank and Lpl Financial LLC. Foster has Series 63, Series 65 and Series 66 licenses, which qualify them as both a securities agent and an investment advisor representative, and is registered to serve investors in North Carolina. Lpl Financial LLC is a business that has its headquarters in Hendersonville, North Carolina. The investment advisory business has offices in 9,519 locations and a total of 23,035 financial advisors. It manages $208 billion in assets under management between its 892,326 accounts, making it one of the biggest financial advisory firms in the United States by assets under management. The firm serves 1,956 charities and foundations. Of its 892,326 client accounts, 28% are associated with high-net-worth investors who have greater than $1 million in assets available to invest. Lpl Financial LLC provides a diverse array 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. A financial advisor's fees largely depend on the type of financial services offered. However, fees billed by Lpl Financial LLC can be comprised of some blend of asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 63, Series 65, Series 66

Years of Experience

11 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

No

Office Location

714 Oakland St
Hendersonville, NC 28791

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Lpl Financial LLC Brokerage Details

Total Assets Under Management

$207,793,164,246

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

23,035

NC Average: 13
Total Number of Accounts

892,326

NC Average: 661
Average Account Size

$232,867

NC Average: $977,396

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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

Scott Foster Work History

Scott has 11 years of experience.

2017 - Present (4 years)

Hometrust Bank

2011 - Present (10 years)

Lpl Financial LLC

2009 - 2011 (2 years)

Uvest Financial Services Group, Inc

2009 - 2018 (9 years)

Asheville Savings Bank

Disclosures

Scott Foster has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Lpl Financial LLC

Eric Matthews
Fort Mill, SC
James Dannel
Knoxville, TN
John Fitch
Charlotte, NC
Robert Wilson
Providence Forge, VA
Matthew Schultz
Fargo, ND
Brett Hudson
Sedalia, MO
Brian Fahrner
Des Plaines, IL
Andrew Fraser
Austin, TX

This content was compiled from the SEC and FINRA.

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 use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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