Mark Allen Scott
Investment adviser representative at LPL Financial LLC
11 yearsExperience
1 stateRegistered in
$819.1BFirm assets
51 yearsFirm in business
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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
11 years in the industry.
- First Horizon BankAug 2025 to now
- LPL Financial LLCAug 2025 to now
- Cetera Investment Advisers LLCNov 2017 to Jul 2025
- Cetera Investment Services LLCNov 2017 to Jul 2025
- Regions BankNov 2017 to Jul 2025
- Bb&t Investment Services, Inc.Sep 2017 to Nov 2017
- Cetera Investment Advisers LLCMar 2015 to Aug 2017
- Cetera Investment Services LLCMar 2015 to Aug 2017
- Regions BankMar 2015 to Aug 2017
Exams passed
- Series 66 · Uniform Combined State Law2013
State registrations
Registered as an investment adviser representative in 1 state (AR).
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
- 6133716
- Firm CRD
- 6413