Scott Fredstrom
Scott Fredstrom is a CFP-designated registered investment advisor at LPL Financial LLC, based in Bonita Springs, FL, 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
27911 Crown Lake Blvd, Ste 103, Bonita Springs, FL, 34135
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Regulatory History (1)
Customer Dispute
September 2007Other Business Activities
Scott operates his LPL business through Fredstrom & Associates, P.A. He also owns 1% of Arroyal Crown Properties, LLC for investment purposes and owns Fredstrom & Associates, P.A. for tax preparation, accounting, and CPA services, dedicating nearly full-time hours to this.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Fsc Securities Corporation
Fsc Securities CorporationBroker
H.D. Vest Investment Securities, INC.Broker
State Registrations13 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.