Scott Allen Vollrath
Investment adviser representative at LPL Enterprise, LLC
30 yearsExperience
1 stateRegistered in
ChFC®Designation
$24.9BFirm 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
30 years in the industry.
- LPL Enterprise, LLCNov 2024 to now
- The Prudential Insurance Company of AmericaJun 2020 to now
- Pruco Securities, LLCJun 2020 to Nov 2024
- Prudential Insurance Co of AmericaDec 1996 to Apr 2020
- Pruco Securities CorporationSep 1996 to Apr 2020
Designations
- ChFC®
Exams passed
- Series 66 · Uniform Combined State Law2002
State registrations
Registered as an investment adviser representative in 1 state (OH).
LPL Enterprise, LLC
$24.9BAssets managed
102,563Clients
3,116Advisers
2 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
- 2807169
- Firm CRD
- 8733