Broker Check

LPL Patriot's Club 2019 


San Juan Capistrano, CA July 24, 2019 — Scott W. Doll , an independent LPL Financial advisor at Doll Capital Advisors, Inc. in San Juan Capistrano, was recently recognized for his inclusion in LPL’s Patriot’s Club. This premier award is presented to less than 8% of the firm’s more than 16,000 financial advisors nationwide*.

“I congratulate Scott on behalf of LPL,” said Andy Kalbaugh, LPL managing director and divisional president, National Sales and Consulting. “We applaud his dedication to clients and his ability to nurture trusted relationships with clients to help them work toward their financial goals. We thank Scott for his continuous commitment to the independent model, which enables the delivery of objective financial advice, and for the opportunity to be their enabling partner. We wish him continued success.”

Scott has been providing financial services to clients throughout the San Juan Capistrano area and across the country for over 35 years. Scott provides a full range of financial services, including retirement and financial planning, individual money management, individual stocks and bonds, mutual funds, annuities and more.

Scott Doll is affiliated with LPL Financial, the nation’s largest independent broker-dealer** and a leader in the retail financial advice market. LPL provides the resources, tools and technology that support advisors in their work to enrich their clients’ financial lives.


About LPL Financial

LPL Financial is a leader in the retail financial advice market and the nation’s largest independent broker/dealer**. We serve independent financial advisors and financial institutions, providing them with the technology, research, clearing and compliance services, and practice management programs they need to create and grow thriving practices. LPL enables them to provide objective guidance to millions of American families seeking wealth management, retirement planning, financial planning and asset management solutions. LPL.com

 

*Achievement is based on annual production among LPL Advisors only.

**Based on total revenues, Financial Planning magazine June 1996-2018

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