SC
SC

Scott Comeau

10 Years of Experience
Vernon Hills, IL
Broker

Scott Comeau is a registered investment advisor at LPL Financial LLC, based in Vernon Hills, IL, with 10 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
27420 advisors
Number of Clients
1,676,192 clients
Average Client Portfolio
$369K average
Assets Under Management
$618.9B

Fee Structure

Minimum Investment:$1K
Investment management only (planning not offered)

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.

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Location

300 N. Milwaukee Avenue, Vernon Hills, IL, 60061

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History

Regulatory History
Clean regulatory record

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.

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Other Business Activities

Scott works full-time for BCU Wealth Advisors, LLC as an investment advisor representative (IAR). He also works full-time as a manager at Baxter Credit Union and spends minimal time as a basketball official.

Employment History
Current Registrations
LPL Financial LLCBroker
June 2023 - Present · 2 yrs 10 mos
LPL Financial LLC
June 2023 - Present · 2 yrs 10 mos
Bcu Wealth Advisors, LLC
December 2018 - Present · 7 yrs 4 mos
Previous Registrations
Cuso Financial Services, L.P.Broker
July 2019 - June 2023 · 3 yrs 11 mos
State Street Global Markets, LLCBroker
June 2003 - December 2004 · 1 yr 6 mos
State Street Research & Management Company
September 2001 - September 2002 · 1 yr
State Street Research Investment Services, INC.Broker
January 2001 - September 2002 · 1 yr 8 mos
State Registrations1 state
IL
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.