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Scott Bush

LPL Financial LLC
11 Years of Experience
San Diego, CA
2 DisclosuresBroker
View SEC Summary
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Scott Bush is a registered investment advisor at LPL Financial LLC, based in San Diego, CA, with 11 years of industry experience. Scott is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 1,986,990 clients with $820B in assets under management.

LPL Financial LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
28129 advisors
Number of Clients
1,986,990 clients
Average Client Portfolio
$412K average
Assets Under Management
$819.1B

Fee Structure

Minimum Investment:$1K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.50%

The maximum account fee is 2.50% and is negotiable between the client and the advisor. Fees are based on total assets in the account and payable quarterly in advance.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

4707 Executive Dr, San Diego, CA, 92121-3091

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History

Regulatory History (2)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Financial
November 2024
Pending
Financial
May 2024
Final
View Full SEC ReportHow to Read Disclosures
Employment History
Current Registrations
LPL Financial LLC
April 2026 - Present · 6 mos
LPL Financial LLC
August 2025 - Present · 1 yr 2 mos
LPL Financial LLCBroker
August 2025 - Present · 1 yr 2 mos
Previous Registrations
Grove Point Investments, LLCBroker
October 2024 - September 2025 · 11 mos
Next Financial Group, INC.Broker
April 2024 - October 2025 · 1 yr 6 mos
Cuso Financial Services, L.P.Broker
April 2024 - October 2025 · 1 yr 6 mos
Cadaret, Grant & CO., INC.Broker
April 2024 - October 2025 · 1 yr 6 mos
Sorrento Pacific Financial, LLCBroker
April 2024 - September 2025 · 1 yr 5 mos
Scf Securities, INC.Broker
April 2024 - September 2025 · 1 yr 5 mos
Western International Securities, INC.Broker
April 2024 - September 2025 · 1 yr 5 mos
Charles Schwab & CO., INC.Broker
June 2023 - September 2023 · 3 mos
TD Ameritrade Clearing, INC.Broker
December 2017 - March 2023 · 5 yrs 3 mos
TD Ameritrade, INC.Broker
June 2014 - September 2023 · 9 yrs 3 mos
State Registrations1 state
CA
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.
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