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Celia Scott

LPL Financial LLC
28 Years of Experience
Beaumont, TX
3 DisclosuresBrokerSells Insurance
View SEC Summary
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Celia Scott is a CFP-designated registered investment advisor at LPL Financial LLC, based in Beaumont, TX, with 28 years of industry experience. Celia is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 1,986,990 clients with $820B in assets under management.

LPL Financial LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
28129 advisors
Number of Clients
1,986,990 clients
Average Client Portfolio
$412K average
Assets Under Management
$819.1B

Fee Structure

Minimum Investment:$1K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.50%

The maximum account fee is 2.50% and is negotiable between the client and the advisor. Fees are based on total assets in the account and payable quarterly in advance.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

4184 Treadway Road Suite C, Beaumont, TX, 77706

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History

Regulatory History (3)
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
April 2026
Denied
Customer Dispute
February 2024
Denied
Customer Dispute
August 2016
Settled
View Full SEC ReportHow 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.

Employment History
Current Registrations
LPL Financial LLC
September 2026 - Present · 1 mo
Good Life Advisors, LLC
December 2015 - Present · 10 yrs 10 mos
LPL Financial LLCBroker
December 2015 - Present · 10 yrs 10 mos
Previous Registrations
AXA Advisors, LLCBroker
December 2007 - January 2016 · 8 yrs 1 mo
AXA Advisors, LLC
December 2007 - December 2015 · 8 yrs
Aig Financial Advisors, INC.
October 2005 - January 2008 · 2 yrs 3 mos
Aig Financial Advisors, INC.Broker
October 2005 - January 2008 · 2 yrs 3 mos
Sunamerica Securities, INC.
November 1997 - October 2005 · 7 yrs 11 mos
Sunamerica Securities, INC.Broker
November 1997 - October 2005 · 7 yrs 11 mos
PFS Investments INC.Broker
September 1997 - September 1997 · 0 mos
State Registrations12 states
CADCFLGALAMOMSNCNMTXUTVirgin Islands
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.
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