Scott Beesley is a CFP-designated registered investment advisor at LPL Financial LLC, based in Grass Valley, CA, with 23 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
908 Taylorville Rd., Suite 105, Grass Valley, CA, 95949
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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 his LPL business through Gateway Financial Partners LLC and spends full-time on it. He also uses Logi Wealth Management LLC for tax/investment purposes and provides investment advisory services through Gateway Wealth Partners, dedicating full-time hours to this activity as well.
Employment History
Current Registrations
Gateway Wealth Partners, LLC
LPL Financial LLCBroker
Previous Registrations
Robert W. Baird & CO. IncorporatedBroker
Robert W. Baird & CO. Incorporated
J.P. Morgan Securities LLCBroker
J.P. Morgan Securities LLC
Royal Alliance Associates, INC.Broker
Royal Alliance Associates, INC.
Ameriprise Financial Services, INC.
Ameriprise Financial Services, INC.Broker
Columbia Management Investment Distributors, INC.Broker
Riversource Distributors, INC.Broker
State Farm Vp Management CORP.Broker
Hantz Financial Services, INC.Broker
State Registrations11 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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