Edward Jones
38yrs
Top advisor by experience in Lindenhurst
27yrs
Scott Alan Davis
Financial advisor at LPL Enterprise
At a glance
Experience27 years (since 1999)
How that compares ?Top 18% by experience at LPL Enterprise
OfficeLindenhurst, IL
FirmLPL Enterprise
How the firm is paid ?Percent of assets, Hourly, Flat fee
States licensed ?1 state
Services through LPL Enterprise
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.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Uniform Securities Agent State Law Examination
Uniform Investment Adviser Law Examination
Career
- Nov 2024 – nowLPL Enterprise, LLCCurrent firm
- 2013 – 2024Pruco Securities, Llc.Previously
- 2001 – 2013MSI Financial Services, Inc.Previously
Questions to ask Scott
Tailored to Scott’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 Scott
How do I contact Scott?
Call LPL Enterprise at 704-733-3300 and ask for Scott Alan Davis. Scott works from the Lindenhurst, IL office.
How long has Scott been a financial advisor?
Scott has been in the industry since 1999, about 27 years. Top 18% by experience at LPL Enterprise.
What licenses does Scott hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Scott a fiduciary?
Scott is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Scott paid?
LPL Enterprise reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Scott for your total yearly cost in dollars.
Official record as of October 2, 2026.
This profile is for information only and is not financial advice or a recommendation.
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