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Scott Webb

29 Years of Experience
Mcconnelsville, OH
BrokerSells Insurance

Scott Webb is a registered investment advisor at LPL Financial LLC, based in Mcconnelsville, OH, with 29 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

86 N Kennebec Ave, Mcconnelsville, OH, 43756

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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 engages in several business activities, including real estate rentals and selling fixed and health insurance through Park Health Strategies, LLC. He also works with Crump Life Insurance and dedicates about half his time to WFGLLC, a DBA for his LPL business.

Employment History
Current Registrations
LPL Financial LLC
June 2012 - Present · 14 yrs 1 mo
LPL Financial LLC
April 2005 - Present · 21 yrs 3 mos
LPL Financial LLCBroker
April 2005 - Present · 21 yrs 3 mos
Previous Registrations
PFS Investments INC.Broker
January 1997 - April 2005 · 8 yrs 3 mos
State Registrations20 states
ALAZCAFLGAINKYMANCNJNVOHORPASCTNVAWAWIWV
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.
Scott Webb - Financial Advisor | TrueAdvisor