Robert Scott
Robert Scott is a registered investment advisor at LPL Financial LLC, based in Pagosa Springs, CO, with 27 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
189 Talisman Dr Ste D, Pagosa Springs, CO, 81147
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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
Robert owns land leased to oil companies, manages DSD Investments LLC (real estate rental), and is involved with House Properties LP (real estate rental). He also sells guaranteed whole life, disability, and long-term care insurance, and is president of SBG, Inc., dedicating minimal time to this role.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services
Raymond James Financial Services, INC.Broker
Edward Jones
Edward JonesBroker
State Registrations32 states
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