BS
CFA
BS
CFA

Bradley Scott

24 Years of Experience
Mansfield, TX
1 DisclosureBroker

Bradley Scott is a CFA-designated registered investment advisor at LPL Financial LLC, based in Mansfield, TX, with 24 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

215 E Debbie Ln, Suite 101, Mansfield, TX, 76063

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
September 2015
Settled
Other Business Activities

Bradley operates Rushing Scott Wealth Management as a DBA for his LPL business, dedicating full-time hours to it. He also has a business entity, Quasar Capital Partnership Ltd., for tax/investment purposes, requiring minimal time, and owns Blue Chip Partners, LLC for real estate rental, also requiring minimal time.

Employment History
Current Registrations
LPL Financial LLC
August 2015 - Present · 10 yrs 11 mos
LPL Financial LLCBroker
August 2015 - Present · 10 yrs 11 mos
Previous Registrations
Southwest Securities, INC.
April 2009 - September 2015 · 6 yrs 5 mos
Southwest Securities, INC.Broker
April 2009 - September 2015 · 6 yrs 5 mos
Citigroup Global Markets INC.
May 2001 - May 2009 · 8 yrs
Citigroup Global Markets INC.Broker
May 2001 - May 2009 · 8 yrs
State Registrations5 states
AZCOOKTNTX
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.
Bradley Scott - Financial Advisor | TrueAdvisor