Scott Skjoldager
Scott Skjoldager is a registered investment advisor at LPL Financial LLC, based in Asheville, NC, with 29 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
Asheville, NC
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Scott is a sales manager at Penn Global, selling life insurance, health insurance, and annuities, and enrolling seniors in Medicare plans, dedicating about half of his time. He also owns Family Wealth Stewards, an advisory DBA, and spends nearly full-time prospecting, servicing clients, and managing investments, and he makes referrals for Quantum Health Benefits, spending minimal time on this activity.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Integrity Alliance, LLC.Broker
Integrity Alliance, LLC
LPL Financial LLCBroker
Private Portfolio Partners, LLC
Private Portfolio Partners, LLC
LPL Financial LLCBroker
Raymond James Financial Services Advisors, INC
Raymond James Financial Services
Raymond James Financial Services, INC.Broker
A. G. Edwards & Sons, INC.Broker
American Express Financial Advisors INC.Broker
Ids Life Insurance CompanyBroker
Charles Schwab & CO., INC.Broker
Edward D. Jones & CO., L.P.Broker
Guardian Investor Services CorporationBroker
Painewebber IncorporatedBroker
State Registrations2 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.