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Scott Andrew Valentine

LPL Enterprise, LLC

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About Scott Andrew Valentine

Scott Valentine is a financial advisor with over 20 years of experience in the industry. Scott is currently registered with LPL Enterprise, LLC and provides consulting and other non-discretionary advisory services, as well as financial planning, educational seminars, and portfolio management for businesses and individuals.

Firm Information

Scott Valentine is currently registered with LPL Enterprise, LLC. LPL Enterprise, LLC is a Limited Liability Company registered in South Carolina and formed on May 25, 2023. They offer financial planning, educational seminars, portfolio management for individuals and businesses, and other consulting and non-discretionary advisory services. The firm is registered with the SEC and in all 50 states, the District of Columbia, Puerto Rico and the Virgin Islands. They have a total of 55 registered representatives and 12 investment advisor representatives. The firm participates in wrap fee programs.
LPL Enterprise, LLC

1055 LPL WAY

FORT MILL, SC 29715

Not reported

Assets Under Management

Not reported

Total Clients

50

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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consulting and other non-discretionary advisory services

Consulting and other non-discretionary advisory services

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Scott Valentine’s Registration & Firm History

NY

11/14/2024 - Present

LPL Enterprise, LLC (FOREST HILLS NY)

NY

11/15/2022 - 04/18/2024

CITIGROUP GLOBAL MARKETS INC. (Farmingdale NY)

NY

02/18/2016 - 12/02/2022

LPL FINANCIAL LLC (HICKSVILLE NY)

NY

01/02/2015 - 02/22/2016

CAPITAL ONE INVESTING, LLC (SAG HARBOR NY)

NY

04/03/2014 - 01/02/2015

CAPITAL ONE INVESTMENT SERVICES LLC (SOUTHHAMPTON NY)

NY

10/27/2010 - 03/31/2014

METLIFE SECURITIES INC. (NEW YORK NY)

NY

10/30/2003 - 10/27/2010

AMERIPRISE FINANCIAL SERVICES, INC. (NEW YORK NY)

MN

10/30/2003 - 07/03/2006

IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)

NY

04/25/2003 - 07/16/2003

CREDIT LYONNAIS SECURITIES (USA), INC. (NEW YORK NY)

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Licenses & Designations

BOTH

Issued 11/07/2003

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 04/23/2003

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are 9 public disclosures for Scott Andrew Valentine. Review regulatory record here.
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