Scott S. Bush

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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 11/2011 → 09/2023
  Tdameritrade, Inc.
  San Diego, CA
• 06/2023 → 09/2023
  Charles Schwab And Co., Inc.
  Omaha, NE
• 09/2023 → 04/2024
  Unemployed
  Mission Viejo, CA
• 04/2024 → 08/2025
  Cuso Financial Services Lp.
  San Diego, CA
• 10/2024 → 08/2025
  Grove Point Investments, Llc
  Rockville, MD
• 08/2025 → Present
  Lpl Financial Llc
  San Diego, CA

Exams

• S65 Uniform Investment Adviser Law Examination
  2026-04-14
• S63 Uniform Securities Agent State Law Examination
  2014-10-10

Other Names

• Scott S Bush
• Scott Stephen Bush