Scott Parrish is a registered investment advisor at LPL Financial LLC, based in Dallas, TX, with 14 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
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.
Location
7929 Brookriver Dr Ste 725, Dallas, TX, 75247
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Scott works for WayPoints Financial Services, LLC and is a pastor at Bullard Southern Baptist Church, dedicating a full-time commitment to the church. He also operates Sovereign Private Wealth Strategies as a DBA for his LPL business, spending about a quarter of his time on it.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
PFS Investments INC.Broker
First American National Securities, INC.Broker
State Registrations12 states
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.