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Scott Titone Kilian

LPl Financial LLC

La Mesa, CA

CRD 4257022

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Employer firm

LPl Financial LLC CRD 6413

$819B regulatory AUM 209,600 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Educational seminars
  • CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES

From the firm’s Form ADV. Read the guides:

Current Employers
Lpl Financial Llc

1055 Lpl Way, Fort Mill, SC 29715 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2019-07-25
CA RA APPROVED 2015-11-20
  • TX RA
    APPROVED
    Since 2019-07-25
  • CA RA
    APPROVED
    Since 2015-11-20

Branch Locations

7839 University Ave #105, La Mesa, CA 91942-0478 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Lpl Financial La Mesa CA 08/2015 Present
  • 08/2015 → Present
    Lpl Financial
    La Mesa, CA
Previous Registrations
  • 2012-12-03 → 2015-09-28
    The Family Firm, Inc.
    Bethesda, MD
  • 2010-11-15 → 2011-11-01
    Delphi Private Advisors
    San Diego, CA
  • 2008-05-22 → 2009-10-27
    San Diego, CA
  • 2007-03-12 → 2008-05-14
    San Diego, CA
  • 2006-03-06 → 2007-03-08
    Centara Capital Management Group, Inc.
    San Diego, CA
  • 2002-09-24 → 2006-02-07
    San Diego, CA
Other Businesses

1. 7/16/2018 - Kilian Wealth Management - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date:07/01/2018 - 200 Hours Per Month/200 Hours During Trading - DBA for LPL Business (entity for LPL business).

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2016-03-12
S66 Uniform Combined State Law Examination 2000-12-20
  • S63 Uniform Securities Agent State Law Examination
    2016-03-12
  • S66 Uniform Combined State Law Examination
    2000-12-20
Designations
  • Certified Financial Planner

View on SEC IAPD

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