Scott Butera, financial advisor San Diego CA

Scott Butera

CRD 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.

Web Site:

www.buterawealth.lpl.com

Phone:

240-855-0424

 

 

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Lpl Financial LLC
Professional Designations
Company Name Location Dates Years
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
Contact Info for Scott C. Butera
Phone Number: 704-733-3300
Registered State(s):
  • MD
  • TX
By the Numbers
  • Total Assets Under Management
    368,019
    MILLIONS
  • Total Number of Accounts
    1,688,501
    ACCOUNTS
  • Average Account Value
    $217,956
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • 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
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

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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