Scott Robinson
Scott Robinson is a CFP-designated registered investment advisor at LPL Financial LLC, based in Denton, TX, with 22 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
2216 Emery St, Denton, TX, 76201
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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 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
LPL Financial LLCBroker
Previous Registrations
Rfg Wealth Advisory
Invest Financial Corporation
Invest Financial CorporationBroker
Veravest Investment Advisors, INC.
Veravest Investments, INC.Broker
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.