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 operating in Hendersonville, North Carolina with 12 years of relevant experience. Foster currently works for Lpl Financial LLC. During their career, the advisor has held roles at Asheville Savings Bank, Hometrust Bank and Lpl Financial LLC. Foster has Series 63, Series 65 and Series 66 licenses, certifying them as both a securities agent and an investment advisor representative, and is registered to serve investors in North Carolina and Texas. Lpl Financial LLC is a business that has its headquarters in Fort Mill, SC. The firm has offices in 9,898 locations and a total of 31,366 advisors. It manages $368 billion in assets under management across its 1,688,501 client accounts, making it one of the largest firms in the country by assets under management. The firm advises 3,425 charitable organizations. Of its 1,688,501 customer accounts, 31% belong to high-net-worth clients who have greater than $1 million in assets. Lpl Financial LLC provides a wide 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 charged by financial advisors typically depend on which services the firm provides the client. However, fee types billed by Lpl Financial LLC most likely consist of any blend of asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 63, Series 65, Series 66

Years Registered*

12 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

714 Oakland St
Hendersonville, NC 28791

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Lpl Financial LLC Brokerage Details

Total Assets Under Management

$368,018,536,946

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

31,366

NC Average: 13
Total Number of Accounts

1,688,501

NC Average: 661
Average Account Size

$217,956

NC 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 Foster Work History

Scott has been registered as a financial advisor for 12 years.*

2017 - Present (7 years)

Hometrust Bank

2011 - Present (13 years)

Lpl Financial LLC

2009 - 2018 (9 years)

Asheville Savings Bank

*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 Foster 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
Diane Winner
Ann Arbor, MI
Rebecca Chiccino
Charlestown, MA
Hope Hoch
Oldsmar, FL
Joseph Praino
Purchase, NY
Tracy Marlin
Newport Beach, CA
Robert Notarfrancesco
Bridgeport, CT
Gregory Horn
Lawrenceburg, IN

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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