Celia Mae Scott

CFP

LPL Financial LLC

28 Years of Experience

2 DisclosuresBrokerSells Insurance

View SEC Summary

Areas of Practice

Investment ManagementRetirement PlanningEducation PlanningEstate PlanningFinancial Planning & CoachingTax Planning

LPL Financial LLC

Compensation

Commission-BasedFee-Only (AUM)Fixed/Hourly

Firm Size

26657 advisors

Number of Clients

1,676,192 clients

Average Client Portfolio

$369K average

Assets Under Management

$618.9B

Fee Structure

Minimum Investment:$1K

Location

2395 Lancaster Pike, Reading, PA, 19607

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History

Regulatory History (2)

What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.

Customer Dispute

February 2024

Denied

Customer Dispute

August 2016

Settled

View Full SEC Report How to Read Disclosures

Other Business ActivitiesSells Insurance

Celia is involved with several investment-related entities, including Celia Scott, LLC, Scott Wealth Management, and Good Life Advisors, LLC. She also works as a non-variable insurance agent with Good Life IA, dedicating a few hours per week, and is a notary.