Scott Robert England

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

• 06/2019 → 04/2024
  Cambridge Investment Research, Inc.
  Fairfield, IA
• 11/2014 → 04/2018
  Contemporary Concepts, Ltd
  Cedar Rapids, IA
• 05/2018 → 02/2022
  Symmetry Financial Group
  Cedar Rapids, IA
• 04/2024 → Present
  Lpl Financial Llc
  Cedar Rapids, IA

Previous Registrations

• 2004-01-01 → 2011-11-23
  Voya Financial Advisors, Inc.
  Cedar Rapids, IA
  Cedar Rapids, IA
• 2003-10-17 → 2004-01-01
  Locust Street Securities, Inc.
  Cedar Rapids, IA

Other Businesses

1- 04/2024 / Edge Investment Solution / DBA for LPL Business ( entity for LPL Business) / Investment Related / 160 hrs mnth / 40 hr during trading / start date 06/28/2019 2- 02/2024 / Advocare International L.P / MLM / Non Investment Related / start date 05/01/2007 3- 02/2024 / Scott England / Non-Variable Insurance / Investment Related / 4 hr mnth / 1 hrs during trading / start date 04/01/2018

Exams

• S65 Uniform Investment Adviser Law Examination
  2024-06-28
• S63 Uniform Securities Agent State Law Examination
  2019-07-19