Scott
Caldwell
Lpl Financial LLC
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About this Advisor
Scott Caldwell is a financial advisor based in Bellingham, Washington, working with Lpl Financial LLC. Scott has previously worked with Waddell & Reed, Inc, various insurance carriers for W & R Insurance Agencies, Bellingham United, Wcysa - Whatcom Sports Commission, Mt Baker Chapter Of Shrm, Wfc Rangers Soccer Club, Scott Caldwell LLC, Blue Skies For Children Non Profit, Junior Achievement Nw Washington, Wfc Rangers Soccer, The Bellingham Team, Happy Rentals LLC, and Lpl Financial LLC. Scott has passed the Series 66 regulatory exam and is registered to provide services in Idaho, Montana, Texas, and Washington. Currently, Scott is part of Lpl Financial LLC, which operates in Bellingham, Washington. The firm has 18,523 offices and 37,893 employees. Lpl Financial LLC manages assets totaling $618.9 billion and serves both charitable organizations and high-net-worth clients. The firm offers services including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, educational seminars, and other services. Lpl Financial LLC offers asset-based, hourly, fixed, and commission-based fee structures.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Lpl Financial LLC Brokerage Details
$618,922,975,737
37,893
2,369,378
$261,217
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
- Other
Scott Caldwell Work History
Lpl Financial LLC
Happy Rentals LLC
The Bellingham Team
Blue Skies For Children Non Profit
Junior Achievement Nw Washington
Wfc Rangers Soccer
Scott Caldwell LLC
Bellingham United
Wfc Rangers Soccer Club
Wcysa - Whatcom Sports Commission
Mt Baker Chapter Of Shrm
Waddell & Reed, Inc
Various Insurance Carriers For W & R Insurance Agencies
Disclosures
Please visit the SEC profile of Scott Caldwell to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Lpl Financial LLC
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Salt Lake City, UT
Hendersonville, TN
Alexandria, VA
Fort Mill, SC
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