Scott ButeraCRD Number: 2946276
Current Firm: Lpl Financial LLC
Compensation Model: Fee Only
Scott Butera (CRD# 2946276) is an Investment Advisor Representative working at Lpl Financial LLC in San Diego, CA and has over 24 years of experience in the finance industry. Scott Butera has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination,pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which putclients' interests first and comply with the Financial Planning Practice Standards.
Paradigm Shift Financial, LLC
Madison Avenue Securities, LLC
Lpl Financial LLC
|Lpl Financial LLC||Bethesda, MD||May 2022 - Current||< 1|
|Financial Engines Advisors LLC||Sunnyvale, CA||Nov 2018 - May 2022||3|
|Edelman Financial Services||Bethesda, MD||Jun 2006 - Nov 2018||12|
|Ef Legacy Securities, LLC||Henrico, VA||Apr 2016 - Oct 2018||2|
|Sanders Morris Harris Inc.||Houston, TX||Jul 2006 - Apr 2016||9|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jan 1998|
|S65||NASAA Investment Advisors Law Examination||Dec 1997|
Total Assets Under Management404,176MILLIONS
Total Number of Accounts1,517,995ACCOUNTS
Average Account Value$266,257
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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