Scott William Davis
Investment adviser representative at LPL Financial LLC
26 yearsExperience
2 statesRegistered in
ChFC®Designation
$819.1BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
26 years in the industry.
- LPL Financial LLCAug 2025 to now
- Osaic Wealth, Inc.Jun 2024 to Aug 2025
- Securities America Advisors, Inc.Jul 2001 to Jun 2024
- Securities America, Inc.Nov 2000 to Jun 2024
Designations
- ChFC®
Exams passed
- Series 63 · Uniform Securities Agent State Law1994
- Series 66 · Uniform Combined State Law2001
State registrations
Registered as an investment adviser representative in 2 states (NC, TX).
LPL Financial LLC
$819.1BAssets managed
1,986,990Clients
22,674Advisers
51 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2425899
- Firm CRD
- 6413