Scott Mcdonald
Scott Mcdonald is a CFP-designated registered investment advisor at LPL Financial LLC, based in West Linn, OR, 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
1880 Willamette Falls Dr Ste 200C, West Linn, OR, 97068-4655
Get directionsHistory
Regulatory History (1)
Customer Dispute
October 2002Other Business ActivitiesSells Insurance
Scott is involved in several outside business activities. He sells non-variable insurance products, including life, health, and long-term care insurance, dedicating minimal time to this. He also operates a DBA for his LPL business, which is a full-time commitment, and owns a beekeeping and flower sales business, spending about 10-20% of his time on it.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Edward Jones
Edward JonesBroker
State Registrations28 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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