Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Scott? Claim Your ProfileScott Fortney is a financial advisor with LPL Financial LLC, a firm with more than $50 billion in assets under management. Scott has been in the industry since November 1991, providing financial advice to a diverse clientele. This includes individuals, families, and businesses, as well as pension and profit sharing plans and charitable organizations. Scott provides a range of services, including financial planning, portfolio management, and consulting.
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.
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2
CO
04/13/2022 - Present
LPL Financial LLC (COLORADO SPRINGS CO)
CO
07/02/2021 - 04/19/2022
AMERIPRISE FINANCIAL SERVICES, LLC (Colorado Springs CO)
CO
12/17/2007 - 07/13/2021
CAMBRIDGE INVESTMENT RESEARCH, INC. (COLORADO SPRINGS CO)
CO
07/05/2005 - 12/19/2007
GUNNALLEN FINANCIAL, INC (COLORADO SPRINGS CO)
CA
02/02/2001 - 07/11/2005
NATIONAL PLANNING CORPORATION (LOS ANGELES CA)
NY
08/12/1996 - 02/13/2001
NATHAN & LEWIS SECURITIES, INC. (NEW YORK NY)
TX
06/10/1993 - 08/13/1996
PRINCIPAL FINANCIAL SECURITIES,INC. (DALLAS TX)
MN
11/18/1991 - 06/17/1993
OFFERMAN & COMPANY (MINNEAPOLIS MN)
IA
Issued 12/30/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/22/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/14/1991
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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