Unclaimed
Scott Steven Feher is a financial advisor with LPL Financial LLC in WALNUT CREEK, CA. Scott has been in the financial services industry since 1992 and has experience with Ameriprise Financial Services, Inc., Centaurus Financial, Inc., and Sentra Securities Corporation. Scott is registered in 18 states and holds Series 6, 7, 24, 63, and 65 licenses. Scott specializes in providing financial planning, portfolio management, and investment advisory services. Scott Steven Feher and LPL Financial LLC work with a wide range of clients, including individuals, families, businesses, and charitable organizations.
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
CA
01/21/2025 - Present
LPL Financial LLC (WALNUT CREEK CA)
CA
03/21/2013 - 05/14/2019
CETERA ADVISORS LLC (WALNUT CREEK CA)
CA
10/12/2012 - 03/22/2013
AMERIPRISE FINANCIAL SERVICES, INC. (WALNUT CREEK CA)
CA
11/04/2004 - 10/25/2012
CENTAURUS FINANCIAL, INC. (WALNUT CREEK CA)
AZ
12/07/2001 - 11/11/2004
SENTRA SECURITIES CORPORATION (PHOENIX AZ)
WI
03/20/1998 - 12/10/2001
SII INVESTMENTS, INC. (APPLETON WI)
NY
12/05/1997 - 03/09/1998
LIBERTY SECURITIES CORPORATION (PURCHASE NY)
CA
01/26/1996 - 10/31/1997
FN INVESTMENT CENTER (SACRAMENTO CA)
NY
05/25/1994 - 02/08/1996
LIBERTY SECURITIES CORPORATION (PURCHASE NY)
NJ
10/13/1992 - 06/06/1994
PRUCO SECURITIES CORPORATION (NEWARK NJ)
IA
Issued 11/18/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/23/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/24/2003
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/04/1994
Series 7 - General Securities Representative Examination
BC
Issued 10/09/1992
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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