Scott Taylor
Scott Taylor is a registered investment advisor at LPL Financial LLC, based in Whitehouse Station, NJ, with 33 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
126 Oldwick Rd, Whitehouse Station, NJ, 08889
Get directionsHistory
Regulatory History (3)
Customer Dispute
October 2009Criminal
March 1979Criminal
December 1978Other Business ActivitiesSells Insurance
Scott operates his LPL business through Avail Wealth Group, Gladstone Wealth Partners, and Avail Wealth Partners. He also sells non-variable insurance as an agent for Book of Brokers, dedicating minimal time, and owns Telluride Madeline 414 LLC, a real estate rental property.
Employment History
Current Registrations
LPL Financial LLCBroker
LPL Financial LLC
Previous Registrations
MML Investors Services, LLC
MML Investors Services, LLCBroker
Northwestern Mutual Investment Services,llc
Northwestern Mutual Investment Services, LLCBroker
Robert W. Baird & CO. IncorporatedBroker
The Advisors Group, INC.Broker
Multi-Financial Securities CorporationBroker
Cadaret, Grant & CO., INC.Broker
State Registrations14 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.