Scott Leishear is a registered investment advisor at LPL Financial LLC, based in Gaithersburg, MD, with 20 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
6 Montgomery Village Ave, Ste 420, Gaithersburg, MD, 20879
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Scott is an adjunct teacher of finance classes for both the University of Phoenix and Johns Hopkins University, and a Little League umpire, each taking minimal time. He also has a DBA called Riverstone Wealth Management.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Edward Jones
Edward JonesBroker
State Registrations22 states
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