Oppenheimer & Co.
47yrs
Top advisor by experience in Winston-Salem
24yrs
Based in Winston-Salem, North Carolina, Scott Saffer is a fiduciary financial advisor with 24 years of industry experience. Scott has been with LPL Financial since 2025; before that, Scott spent four years at Osaic Wealth and four years at Osaic FS. LPL Financial offers financial planning, investment management, and educational workshops and is paid through a percentage of assets, hourly fees, and flat fees.
At a glance
Experience24 years (since 2002)
How that compares ?More experience than 73% of advisors in North Carolina
Office4622 Country Club Rd, Suite 200, Winston-Salem, NC 27104
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.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- Feb 2025 – nowLPL Financial LLCCurrent firm
- 2021 – 2025Osaic Wealth, Inc.Previously
- 2017 – 2021Osaic FS, Inc.Previously
- 2009 – 2017
- 2005 – 2012CIC Advisers, LLCPreviously
Contact Scott
(704) 733-3300Firm headquarters in Fort Mill, SC. Ask for Scott. 4622 Country Club Rd, Suite 200Winston-Salem, NC 27104Office · Get directions Facebook pageLPL Financial
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Questions to ask Scott
Tailored to Scott’s registration and firm.
- 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
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About Scott
How do I contact Scott?
Call LPL Financial at (704) 733-3300 and ask for Scott Saffer. Scott works from the Winston-Salem, NC office.
How long has Scott been a financial advisor?
Scott has been in the industry since 2002, about 24 years. More experience than 73% of advisors in North Carolina.
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 Financial 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 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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