Scott WingfieldCRD Number: 5769543
Current Firm: Lpl Financial LLC
Scott Wingfield (CRD# 5769543) is an Investment Advisor Representative working at Lpl Financial LLC in Erie, CO and has over 11 years of experience in the finance industry.
Meridian Wealth Management LLC
Ibex Investors LLC
|Lpl Financial LLC||Erie, CO||Nov 2014 - Current||8|
|Scott Wingfield Farm||Vernon, CO||Aug 1998 - Current||24|
|Citywide Banks (formerly: Summit Bank And Trust)||Erie, CO||Oct 2014 - Jan 2020||5|
|Allstate Insurance Co||Longmont, CO||Aug 2013 - Oct 2014||1|
|U.s. Bancorp Investments, Inc.||Erie, CO||Mar 2010 - Aug 2013||3|
|U.s. Bank||Erie, CO||Oct 2002 - Aug 2013||10|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Mar 2011|
|S66||NASAA Uniform Combined State Law Examination||May 2019|
Total Assets Under Management404,176MILLIONS
Total Number of Accounts1,517,995ACCOUNTS
Average Account Value$266,257
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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
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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