Scott Kilian is a CFP-designated registered investment advisor at LPL Financial LLC, based in La Mesa, CA, with 23 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
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.
Location
7839 University Ave #105, La Mesa, CA, 91942-0478
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Regulatory History
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.
Learn about disclosures →Other Business Activities
Scott operates Kilian Wealth Management as a DBA for his LPL business since 2018. This activity takes nearly full-time hours.
Employment History
Current Registrations
LPL Financial LLCBroker
LPL Financial LLC
Previous Registrations
The Family Firm, INC.
Delphi Private Advisors
LPL Financial Corporation
LPL Financial CorporationBroker
Commonwealth Financial Network
Commonwealth Financial NetworkBroker
Centara Capital Management Group, INC.
Centara Capital Securities, INC.Broker
Linsco/private Ledger CORP.
Linsco/private Ledger CORP.Broker
State Registrations20 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.