Scott Morgan Burton

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

• 07/2014 → 09/2018
  Edward Jones
  St. Louis, MO
• 09/2018 → 05/2026
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Hot Springs, AR
• 09/2018 → 05/2026
  Bank Of America, N.A.
  Hot Springs, AR
• 05/2026 → Present
  Lpl Financial Llc
  Hot Springs, AR

Previous Registrations

• 2018-09-07 → 2026-05-07
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Hot Springs, AR
• 2014-11-14 → 2018-09-12
  Edward Jones
  St Louis, MO
  Hot Springs, AR
  Little Rock, AR
  North Little Rock, AR

Other Businesses

1.04/2026 - Cornerstone Wealth Services - DBA for LPL Business (entity for LPL business) - Inv Related - 160 Hour(s)/Month - 130 Hour(s) During Trading - At Reported business location(s) - OBA Start Date: 5/4/2026 2. 04/2026 - Black Sheep Financial - DBA for LPL Business (entity for LPL business) - Inv Related - 160 Hour(s)/Month - 160 Hour(s) During Trading - At Reported business location(s) - OBA Start Date: 5/4/2026 3. 04/2026 - Cornerstone Wealth Portfolios - DBA for LPL Business (entity for LPL business) - Inv Related - 160 Hour(s)/Month - 130 Hour(s) During Trading - At Reported business location(s) - OBA Start Date: 5/4/2026 4. 04/2026 - Cornerstone Capital Management - DBA for LPL Business (entity for LPL business) - Inv Related - 160 Hour(s)/Month - 130 Hour(s) During Trading - At Reported business location(s) - OBA Start Date: 5/4/2026 5. 04/2026 - Aflac - Non-Variable Insurance - Inv Related - 0 Hour(s)/Month - 0 Hour(s) During Trading - Hot Springs National Park AR 71913 - OBA Start Date: 06/01/1999

Exams

• S66 Uniform Combined State Law Examination
  2014-09-19

Other Names

• Scott Burton
• Scott Morgan Burton