Scott Daniel Oliver

Employer firm

LPl Enterprise, LLC CRD 8733

$24.9B regulatory AUM 12,118 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

• 06/2023 → 11/2024
  Pruco Securities Llc
  Irvine, CA
• 07/2022 → Present
  Prudential Advisors
  Irvine, CA
• 06/2021 → 02/2022
  Kindly Loans Llc
  Laguna Hills, CA
• 03/2022 → 06/2022
  Unemployed
  Anaheim Hills, CA
• 06/2020 → 01/2021
  Instacart Shopper
  Anaheim, CA
• 06/2018 → 07/2019
  Chick-Fil-A
  Yorba Linda, CA
• 08/2019 → 05/2020
  Unemployed
  Anaheim Hills, CA
• 07/2017 → 12/2017
  Kohls
  Yorba Linda, CA
• 01/2018 → 05/2018
  Self-Employed
  Irvine, CA
• 08/2012 → 06/2017
  Primary Education (Middle/Highschool)
  Anaheim Hills, CA
• 02/2021 → 06/2021
  Unemployed
  Fullerton, CA
• 01/2024 → Present
  The Prudential Insurance Company Of America
  Irvine, CA
• 11/2024 → Present
  Lpl Enterprise, Llc
  Irvine, CA

Previous Registrations

• 2023-12-13 → 2024-11-14
  Pruco Securities, Llc.
  Irvine, CA
  Santa Ana, CA

Other Businesses

1) 05/08/2026-Coast Well Financial Planning-Financial Planner-DBA for LPL Business (entity for LPL business)-Inv Related-At reported business location(s)-Start date 04/16/2026-160hrs/mth-160hrs/mth during trading

Exams

• S66 Uniform Combined State Law Examination
  2023-12-12