Scott Swinchock
Scott Swinchock is a registered investment advisor at LPL Financial LLC, based in Cannonsburg, PA, with 15 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
1000 Noble Energy Dr Ste 280, Cannonsburg, PA, 15317
Get directionsHistory
Regulatory History (1)
Customer Dispute
January 2026Other Business ActivitiesSells Insurance
Scott is involved with SBSwin LLC for tax/investment purposes and Succession, Wealth & Insurance Network as a DBA for his LPL business, dedicating nearly full-time hours to the latter. He also works with SWInsurance as an insurance agency, spending about a quarter of his time there.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Waddell & Reed
Waddell & ReedBroker
Edward Jones
Edward JonesBroker
State Registrations23 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.