Financial Planning and Wealth Management
Founded in 1989 LPL is the nation’s largest independent broker/dealer, backing the wisdom and experience of independent advisors with a catalog of services and resources, including:
MAKING A DIFFERENCE
The LPL Financial Foundation was established in order to give back in the communities where
clients and employees live and work. They provide direct financial support to charitable organizations,
offer matching gifts for LPL advisor and employee contributions, and coordinate ongoing employee
giving and volunteer activities.
LPL has a 2020 CEI Rating of 100 from the
Human Rights Coalition.
§§ Insurance §§ Trust services
§§ Fixed income and equities §§ Retirement plans
§§ Mutual funds and annuities §§ Advisory platforms
§§ Digital advice technology §§ Financial planning
§§ RIA and Hybrid RIA §§ Clearing and custody
Scott has lived in the area for over 17 years and opened his office in Hendersonville, NC to serve all of Western North Carolina and Upstate South Carolina.
As a gay man, he is especially sensitive to and knowledgeable about LGBT issues with regards to: retirement planning, college funding, 401k rollover assistance
as well as, a full range of investment products including: stocks, bonds, mutual funds, UIT’s, ETF’s, CD’s, annuities and life insurance.
LPL is a full service financial planning company.
Contact Scott for a consultation.
714 Oakland St.
Hendersonville, NC 28791
Fort Mill, South Carolina
LPL Wealth Advisor
With 30 years of experience in
financial and investment services
Securities and advisory services offered through LPL Financial, a registered investment advisor,