Scott Belshaw is a registered investment advisor at LPL Financial LLC, based in Fremont, CA, with 13 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
39150 Fremont Blvd, 4th Fl, Fremont, CA, 94538
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Scott operates under two DBAs for his LPL business: Fremont Bancorp (FB Investment Services) and FB Financial Services, a division of Fremont Bank. He dedicates nearly full-time hours to these activities.
Employment History
Current Registrations
LPL Financial LLCBroker
LPL Financial LLC
Previous Registrations
Morgan Stanley
Morgan StanleyBroker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Morgan Stanley
Morgan StanleyBroker
State Registrations3 states
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