Scot Turvey is a CFP-designated registered investment advisor at LPL Financial LLC, based in Orland Park, IL, 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
14300 S. Ravinia Ave Ste 200, Orland Park, IL, 60462
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Scot operates several DBAs for his LPL business, including PWA, PWA Partners, Professional Wealth Advisors, and Turvey Wealth Management LLC. Scot also owns real estate, dedicating minimal time to it, and spends about a quarter of his time on Turvey Wealth Management LLC.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
J.P. Morgan Securities LLC
J.P. Morgan Securities LLCBroker
Chase Investment Services CORP.
Chase Investment Services CORP.Broker
State Registrations23 states
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