Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Scott? Claim Your ProfileScott Alan Barstad is a financial advisor with LPL Financial LLC. Scott is a CERTIFIED FINANCIAL PLANNER™ professional with over 20 years of experience in the financial services industry. Scott's experience includes working with individuals and businesses in the areas of retirement planning, investment management, and insurance. Scott is registered to offer securities and investment advisory services in Wyoming. He is also a registered representative of LPL Financial LLC. Prior to joining LPL Financial LLC, Scott worked for CETERA INVESTMENT SERVICES LLC and FINTEGRA, LLC.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Consulting and other non-discretionary advisory services
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
WY
08/07/2017 - Present
LPL Financial LLC (GILLETTE WY)
WY
12/13/2006 - 11/29/2016
CETERA INVESTMENT SERVICES LLC (GILLETTE WY)
WY
11/16/2001 - 12/15/2006
FINTEGRA, LLC (GILLETTE WY)
MT
11/08/1996 - 11/19/2001
D.A. DAVIDSON & CO. (GREAT FALLS MT)
BC
Issued 11/07/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/02/1996
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Scott Barstad is the right advisor for you? Invested Better is here to help.
