Scott Foties, financial advisor Corona CA

Scott Foties

CRD Number: 1271139
Current Firm: Lpl Financial LLC

Scott Foties (CRD# 1271139) is an Investment Advisor Representative working at Lpl Financial LLC in Corona, CA and has over 13 years of experience in the finance industry.

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Company Name Location Dates Years
Lpl Financial LLC Corona, CA Sep 2023 - Current < 1
Merrill Lynch, Pierce, Fenner & Smith Incorporated Riverside, CA Jul 2018 - Sep 2023 5
Bank Of America, N.a. Riverside, CA Jul 2018 - Sep 2023 5
Merrill Lynch, Pierce, Fenner & Smith Incorporated Corona, CA Sep 2017 - May 2018 < 1
Bank Of America, N.a. Corona, CA Sep 2017 - May 2018 < 1
Lpl Financial Corona, CA Dec 2015 - Sep 2017 1
Edward Jones St. Louis, MO Aug 2010 - Dec 2015 5
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Oct 2010
Contact Info for Scott J. Foties
Phone Number: 704-733-3300
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    368,019
    MILLIONS
  • Total Number of Accounts
    1,688,501
    ACCOUNTS
  • Average Account Value
    $217,956
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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Data verified by both the advisor and the public regulatory data.

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