Scott Myers
Scott Myers is a registered investment advisor at LPL Financial LLC, based in Chagrin Falls, OH, with 31 years of industry experience. Scott is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 1,986,990 clients with $820B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.50% |
The maximum account fee is 2.50% and is negotiable between the client and the advisor. Fees are based on total assets in the account and payable quarterly in advance.
Fee Estimator
Location
Chagrin Falls, OH
Get directionsHistory
Regulatory History (5)
Customer Dispute
December 2009Customer Dispute
October 2009Customer Dispute
March 2008Customer Dispute
November 2002Customer Dispute
May 2002Other Business Activities
Scott operates M Capital Management as a DBA for his LPL business. This investment-related activity takes about 10-20% of his time.
Employment History
Current Registrations
LPL Financial LLCBroker
LPL Financial LLC
Previous Registrations
Fifth Third Securities, INC.
Fifth Third Securities, INC.Broker
Quick & Reilly, INC.Broker
Quick & Reilly, INC.
Prudential Securities Incorporated
Prudential Securities IncorporatedBroker
State Registrations9 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.
Exams
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