Scott Mell (CRD# 6812496) is an Investment Advisor Representative working at Lpl Financial LLC in Matthews, NC and has over 6 years of experience in the finance industry.
CRD# 5182920
Moore Investment Partners, LLC
CRD# 862387
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 2867492
Defender Capital
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Lpl Financial LLC | Fort Mill, SC | Apr 2024 - Current | < 1 |
| Wells Fargo Clearing Services, LLC | Charlotte, NC | Sep 2021 - Mar 2024 | 2 |
| Wells Fargo Bank, Na | Charlotte, NC | Oct 2020 - Mar 2024 | 3 |
| Bmo Harris Bank | Hartland, WI | Jun 2017 - Oct 2020 | 3 |
| Bmo Harris Bank | Brookfield, WI | Aug 2015 - Jun 2017 | 1 |
| Wells Fargo Home Mortgage | Milwaukee, WI | Dec 2006 - Jul 2015 | 8 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Oct 2017 |
| S66 | NASAA Uniform Combined State Law Examination | Jan 2022 |
- NC
- SC
- TX
-
Total Assets Under Management463,475MILLIONS
-
Total Number of Accounts1,910,545ACCOUNTS
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Average Account Value$242,588
- 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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