Gary Scott
Gary Scott is a registered investment advisor at LPL Financial LLC, based in Kettering, OH, 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
Kettering, OH
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Regulatory History (1)
Financial
July 2024Other Business ActivitiesSells Insurance
Gary operates his LPL business through Big Picture Financial Group. He is also a non-variable insurance broker and an associate at Upstream Tax Partners, dedicating minimal time to each.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
E*trade Capital Management, LLC
E*trade Securities LLCBroker
Woodbury Financial Services, INC.Broker
Woodbury Financial Services, INC.
Cutter & Company, INC.
Cutter & Company, INC.Broker
Triad Advisors LLCBroker
Resources Investment Advisors
Oppenheimerfunds Distributor, INC.Broker
Curian Capital, LLC
Jackson National Life Distributors LLCBroker
LPL Financial LLC
LPL Financial LLCBroker
State Registrations7 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.