Unclaimed
Scott Hurst is a financial advisor with LPL Financial LLC in Sumner, Washington. Scott has been in the financial industry since 1992, and has a wide range of experience, including working with Securities America, Inc., National Planning Corporation and Mutual Service Corporation. Scott has a series 7, series 24, and series 63 license, and holds the Certified Financial Planner designation. Scott's specializations include: Retirement Planning, Education Funding, Investment Management, Estate Planning, Insurance and Tax Planning. In addition to his advisory services, Scott also has a background in non-variable insurance and tax prep/accounting.
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
10/22/2018 - Present
LPL Financial LLC (SUMNER WA)
WA
05/21/2013 - 10/22/2018
SECURITIES AMERICA, INC. (SUMNER WA)
WA
02/02/2006 - 05/30/2013
NATIONAL PLANNING CORPORATION (PUYALLUP WA)
WA
03/31/1999 - 02/01/2006
MUTUAL SERVICE CORPORATION (PUYALLUP WA)
CA
10/01/1992 - 03/31/1999
TITAN/VALUE EQUITIES GROUP, INC. (IRVINE CA)
MN
12/02/1991 - 05/27/1992
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
12/02/1991 - 05/27/1992
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BC
Issued 11/04/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/05/1994
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/29/1991
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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