LPL Financial
44yrs
Top advisor by experience in Dedham
31yrs
Paul Schofield
Financial advisor at LPL Financial
Based in Dedham, Massachusetts, Paul Schofield is a financial advisor with 31 years of industry experience. Paul has been with LPL Financial since 2007; before that, Paul spent three years at A. G. Edwards & Sons. Paul holds the CFP® designation.
At a glance
Experience31 years (since 1995)
How that compares ?Top 14% by experience nationwide
OfficeDedham, MA
FirmLPL Financial
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$399,489
Advisors at the firm23,459
States licensed ?1 state
Services through LPL Financial
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsEducational seminars and workshopsOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Designations
CFP®
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 63Uniform Securities Agent State Law Examination
Career
- 2007 – nowLPL Financial LLCCurrent firm
- 2004 – 2007A. G. Edwards & Sons, Inc.Previously
Contact Paul
(704) 733-3300Firm headquarters in Fort Mill, SC. Ask for Paul. Dedham, MAOffice · Get directions Facebook pageLPL FinancialIs this you? Claim your free profile to add a direct line, email, photo, and specialties.
Questions to ask Paul
Tailored to Paul’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Paul
How do I contact Paul?
Call LPL Financial at (704) 733-3300 and ask for Paul Schofield. Paul works from the Dedham, MA office.
How long has Paul been a financial advisor?
Paul has been in the industry since 1995, about 31 years. Top 14% by experience nationwide.
What licenses does Paul hold?
Series 63. Tap any license on this page to see what it allows.
Is Paul a fiduciary?
Paul is registered with an advisory firm. Ask whether they act as a fiduciary for all the advice they give you.
How is Paul paid?
LPL Financial reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Paul for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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