Scott Vincent Cheo
Investment adviser representative at LPL Financial LLC
8 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$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
8 years in the industry.
- LPL Financial LLCDec 2024 to now
- Partners Federal Credit UnionDec 2024 to now
- Charles Schwab & Co., Inc.Mar 2024 to Dec 2024
- Schwab Wealth Advisory, Inc.Mar 2024 to Dec 2024
- Optimize Financial Inc.Oct 2021 to Feb 2024
- Wells Fargo Advisors Financial Network, LLCOct 2020 to Oct 2021
- City National BankAug 2018 to Nov 2020
- City National SecuritiesAug 2018 to Nov 2020
- Bancwest Investment ServicesFeb 2016 to Aug 2018
- Bank of the WestFeb 2016 to Aug 2018
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2007
- Series 63 · Uniform Securities Agent State Law2024
State registrations
Registered as an investment adviser representative in 2 states (CA, 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
- 5404945
- Firm CRD
- 6413