SH
CFP
SH
CFP

Scott Hurst

33 Years of Experience
Sumner, WA
BrokerSells Insurance

Scott Hurst is a CFP-designated registered investment advisor at LPL Financial LLC, based in Sumner, WA, 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
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

823 W Main St Ste C, Sumner, WA, 98390

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History

Regulatory History
Clean regulatory record

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.

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Other Business ActivitiesSells Insurance

Scott sells non-variable insurance, dedicating minimal time to this activity. He also works in tax preparation and accounting through Scott P. Hurst & Associates, spending about 10-20% of his time on this.

Employment History
Current Registrations
LPL Financial LLC
October 2018 - Present · 7 yrs 7 mos
LPL Financial LLCBroker
October 2018 - Present · 7 yrs 7 mos
Previous Registrations
Securities America Advisors, INC.
May 2013 - October 2018 · 5 yrs 5 mos
Securities America, INC.Broker
May 2013 - October 2018 · 5 yrs 5 mos
National Planning Corporation ("npc of America" in Fl & Ny)
September 2011 - May 2013 · 1 yr 8 mos
National Planning CorporationBroker
February 2006 - May 2013 · 7 yrs 3 mos
Mutual Service CorporationBroker
March 1999 - February 2006 · 6 yrs 11 mos
Titan/value Equities Group, INC.Broker
October 1992 - March 1999 · 6 yrs 5 mos
American Express Financial Advisors INC.Broker
December 1991 - May 1992 · 5 mos
Ids Life Insurance CompanyBroker
December 1991 - May 1992 · 5 mos
State Registrations26 states
ALARAZCACOCTFLGAHIIDKYMIMOMTNCNENJNVNYOKORSDTNTXUTWA
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.