Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Scott? Claim Your ProfileScott Robert Wingfield is a financial advisor at LPL Financial LLC with over 10 years of experience in the industry. Scott Robert Wingfield holds a Series 6, Series 7, and Series 63 licenses and is registered in over 20 states, including Colorado, Texas, and California. He is also a registered Investment Advisor in Colorado and Texas. Scott Robert Wingfield has experience working for Allstate Financial Services, LLC and U.S. Bancorp Investments, Inc. in addition to LPL Financial LLC. Scott Robert Wingfield specializes in providing financial planning, portfolio management for businesses and individuals, and educational seminars.
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
CO
06/04/2019 - Present
LPL Financial LLC (ERIE CO)
CO
09/09/2013 - 10/06/2014
ALLSTATE FINANCIAL SERVICES, LLC (LONGMONT CO)
CO
12/06/2010 - 08/13/2013
U.S. BANCORP INVESTMENTS, INC. (ERIE CO)
BOTH
Issued 05/16/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/21/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/28/2018
Series 7 - General Securities Representative Examination
BC
Issued 12/03/2010
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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