Scott Webster is a registered investment advisor at LPL Financial LLC, based in De Pere, WI, with 25 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
3321 S. Packerland Drive. Suite A, De Pere, WI, 54115
Get directionsHistory
Regulatory History (1)
Criminal
November 1988Other Business Activities
Scott operates under the DBA Wealth Concepts for his LPL business. He also has a business entity, SA Webster Financial Services SC, for tax/investment purposes, but spends minimal time on it.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Sagepoint Financial, INC.
Sagepoint Financial, INC.Broker
Edward Jones
Edward JonesBroker
State Registrations16 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.