SW
CFP
SW
CFP

Scott Weaver

39 Years of Experience
Enola, PA
1 DisclosureBrokerSells Insurance

Scott Weaver is a CFP-designated registered investment advisor at LPL Financial LLC, based in Enola, PA, with 39 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
27420 advisors
Number of Clients
1,676,192 clients
Average Client Portfolio
$369K average
Assets Under Management
$618.9B

Fee Structure

Minimum Investment:$1K
Investment management only (planning not offered)

LPL Financial, along with your advisor, charges an annual fee based on the value of your account. This fee covers asset management, administrative, and custodial services. The fee is negotiable, but the maximum is 2.50% per year, paid quarterly in advance. LPL may share a portion of this fee with your advisor.

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Location

125 N Enola Drive, Ste 307, Enola, PA, 17025

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Employment Separation After Allegations
January 2007
Other Business ActivitiesSells Insurance

Scott is an insurance agent/owner selling fixed annuities, life, and health insurance since 1980. He also owns Academic Wealth Strategies as a Certified Financial Planner, dedicating nearly full-time hours to overseeing operations, financial planning, and asset management.

Employment History
Current Registrations
LPL Financial LLC
July 2025 - Present · 1 yr
LPL Financial LLCBroker
July 2025 - Present · 1 yr
Previous Registrations
Next Financial Group, INC.
January 2012 - July 2025 · 13 yrs 6 mos
Next Financial Group, INC.Broker
February 2007 - July 2025 · 18 yrs 5 mos
Securities America Advisors, INC.
May 2000 - February 2007 · 6 yrs 9 mos
Securities America, INC.Broker
December 1993 - January 2007 · 13 yrs 1 mo
Mimlic Sales CorporationBroker
June 1989 - December 1993 · 4 yrs 6 mos
Princor Financial Services CorporationBroker
September 1986 - June 1989 · 2 yrs 9 mos
State Registrations16 states
AZCACODEFLMDMEMNNCNENJOHPASCTXVA
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
Scott Weaver - Financial Advisor | TrueAdvisor