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Scott Strange

28 Years of Experience
Lewisville, TX
BrokerSells Insurance

Scott Strange is a registered investment advisor at LPL Financial LLC, based in Lewisville, TX, with 28 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

140 E Main St # 200, Lewisville, TX, 75057

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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 and fixed annuities, dedicating minimal time to these activities. He also has interests in commercial real estate, oil & gas, biotech research, a banquet space, a private club, a CPA firm, and a business entity for tax/investment purposes.

Employment History
Current Registrations
LPL Financial LLC
May 2006 - Present · 20 yrs
LPL Financial LLCBroker
May 2001 - Present · 25 yrs
Previous Registrations
Omega Securities, INC.Broker
January 1999 - June 2001 · 2 yrs 5 mos
Rhodes Securities, INC.Broker
August 1998 - December 1998 · 4 mos
Omega Securities, INC.Broker
June 1997 - August 1998 · 1 yr 2 mos
State Registrations21 states
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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.