Scott Bishop
Scott Bishop is a registered investment advisor at LPL Financial LLC, based in Long Beach, CA, with 30 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
3738 Bayer Ave Ste 205, Long Beach, CA, 90808
Get directionsHistory
Regulatory History (1)
Judgment / Lien
November 2024Other Business Activities
Scott operates under the DBAs Mountain-Bishop Private Wealth Management and Mountain Bishop Online Financial Services for his LPL business, and is associated with Mountain Bishop and Associates and Bayer Ave LLC for tax/investment purposes. He spends a few hours per week on Mountain Bishop Online Financial Services during securities trading.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Wells Fargo Advisors Financial Network, LLC
Wells Fargo Advisors Financial Network, LLCBroker
Wachovia Securities, LLCBroker
Wachovia Securities, LLC
Prudential Securities Incorporated
Prudential Securities IncorporatedBroker
Pruco Securities CorporationBroker
State Registrations24 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.