SR
CFP
SR
CFP

Scott Robinson

23 Years of Experience
Denton, TX
1 DisclosureBrokerSells Insurance

Scott Robinson is a CFP-designated registered investment advisor at LPL Financial LLC, based in Denton, TX, 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
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
28129 advisors
Number of Clients
1,986,990 clients
Average Client Portfolio
$412K average
Assets Under Management
$819.1B

Fee Structure

Minimum Investment:$1K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.50%

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
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

2216 Emery St, Denton, TX, 76201

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History

Regulatory History (1)
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Customer Dispute
February 2026
Denied
Other Business ActivitiesSells Insurance

Scott is an agent for non-variable insurance since 2011 and affiliated with Ash Brokerage since 2023, dedicating a few hours per week to the latter. He also operates DATCU Wealth Management as a DBA for LPL business, taking nearly full-time, and Scott L Robinson Advisors LLC for tax/investment purposes, dedicating minimal time.

Employment History
Current Registrations
LPL Financial LLC
February 2018 - Present · 8 yrs 8 mos
LPL Financial LLCBroker
February 2018 - Present · 8 yrs 8 mos
Previous Registrations
Rfg Wealth Advisory
May 2015 - March 2017 · 1 yr 10 mos
Invest Financial Corporation
December 2003 - February 2018 · 14 yrs 2 mos
Invest Financial CorporationBroker
December 2003 - February 2018 · 14 yrs 2 mos
Veravest Investment Advisors, INC.
July 2003 - December 2003 · 5 mos
Veravest Investments, INC.Broker
July 2003 - December 2003 · 5 mos
State Registrations18 states
ALARCACTFLGAMIMONMNYOHOKORSCTNTXVAWA
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.
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