Unclaimed
Scott Dirksen is a financial advisor at LPL Financial LLC. Scott has been a registered investment advisor since 2014. Scott has experience in a variety of financial services, including investment management, financial planning, and consulting. Scott is dedicated to helping clients reach their financial goals. Scott's office is located in Bellingham, WA, and also has offices in Lynden, Ferndale, Mount Vernon, and Everson, WA. Scott is a certified financial planner. Scott has been in the financial industry for 8 years.
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
WA
11/02/2020 - Present
LPL Financial LLC (LYNDEN WA)
CA
05/15/2017 - 04/01/2019
FIRST REPUBLIC SECURITIES COMPANY, LLC (SANTA ROSA CA)
BC
Issued 07/19/2017
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 01/11/2014
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/12/2017
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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