Scott Ciullo
CRD Number: 1505596
Current Firm: Lpl Financial LLC
Compensation Model: Fee Only
Scott Ciullo (CRD# 1505596) is an Investment Advisor Representative working at LPL Financial LLC in Marquette, MI and has over 31 years of experience in the finance industry. He uses his wealth of knowledge to assist his clients in all aspects of financial planning to help find an appropriate retirement strategy for them. With LPL Financial, Scott is able to offer access to multiple and diverse investment vehicles tailored to each individual in order to address their unique goals.
CRD# 1824754
Raymond James Financial Services Advisors, Inc.
CRD# 5537838
Edward Jones
CRD# 5563529
Ameriprise Financial Services, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Lpl Financial, LLC | Gwinn, MI | Jul 2011 - Current | 9 |
| V Wealth Management | Marquette, MI | Jul 2011 - Feb 2013 | 1 |
| Planmember Securities Corporation | Carpinteria, CA | Aug 2009 - Jul 2011 | 1 |
| Independent Insurance Agent | Marquette, MI | Jun 2005 - Aug 2009 | 4 |
| Raymond James Financial Services | Marquette, MI | Mar 2004 - Aug 2009 | 5 |
| Sns Development LLC | Gwinn, MI | Jan 2004 - May 2009 | 5 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Nov 1986 |
| S7 | General Securities Representative Examination (GS) | Feb 2004 |
| S65 | NASAA Investment Advisors Law Examination | May 2010 |
- MI
- MN
- WI
- NV
- SC
- TX
- WV
- AZ
- FL
- PA
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Total Assets Under Management207,793MILLIONS
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Total Number of Accounts892,326ACCOUNTS
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Average Account Value$232,867
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- 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
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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