Scott Morgan
Scott Morgan is a registered investment advisor at LPL Financial LLC, based in Burnsville, MN, with 16 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
1613 Southcross Dr W, Burnsville, MN, 55306
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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 operates Morgan Planning Group, LLC as a DBA for his LPL business, dedicating about half of his time. He also owns an insurance agency (Morgan Planning Group, LLC) selling non-variable insurance, spending a few hours per week, acts in a fiduciary capacity for MORGAN GARY R TRUST, and owns Braxel Holdings, LLC for real estate rental.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
MML Investors Services, LLC
MML Investors Services, LLCBroker
State Registrations21 states
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