Scott Turcott is a registered investment advisor at LPL Financial LLC, based in Durango, CO, with 27 years of industry experience. Scott 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.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.50% |
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
Location
Durango, CO
Get directionsHistory
Regulatory History (3)
Customer Dispute
September 2021Customer Dispute
October 2020Customer Dispute
August 2013Other Business Activities
Scott operates Tower 68 Financial Advisors as a DBA for his LPL business, dedicating nearly full-time hours to it. He also has a business entity called Coyote Financial for tax/investment purposes, requiring minimal time.
Employment History
Current Registrations
LPL Financial LLCBroker
LPL Financial LLC
Previous Registrations
Oppenheimer & CO. INC.
Oppenheimer & CO. INC.Broker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Wells Fargo Advisors, LLC
Wells Fargo Advisors, LLCBroker
State Registrations33 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.
Exams
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