Christopher Scott Tool

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

• 03/2012 → 12/2016
  Summit Brokerage Services
  Corona, CA
• 01/1994 → 05/2025
  Tool Motor Sports
  Corona, CA
• 12/2016 → 05/2025
  Scf Securities, Inc.
  Fresno, CA
• 05/2025 → Present
  Lpl Financial Llc
  Canyon Lake, CA

Previous Registrations

• 2021-01-27 → 2025-05-01
  Scf Investment Advisors, Inc.
  Canyon Lake, CA
  San Diego, CA
• 2020-11-20 → 2020-11-20
  Scf Investment Advisors, Inc.
  Canyon Lake, CA
  San Diego, CA

Other Businesses

1- Advantage Investment Services - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Start Date 03/29/2022 - 160 hours per month/ during trading 2- 05/2025 - Advantage Investment Services LLC - Business Entity For Tax/Investment Purposes Only - Not Investment Related - At Reported Business Location(s) - Start Date 11/14/2022 - 160 hours per month/ during trading 3- 05/2025 - Advantage Investment Services/ Christopher Scott Tool - Non-Variable Insurance - Investment Related - At Reported Business Location(s) - Start Date 06/13/1994 - 10 hours per month/ during trading

Exams

• S65 Uniform Investment Adviser Law Examination
  2020-11-18
• S63 Uniform Securities Agent State Law Examination
  1996-02-27

Other Names

• Chris Tool