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Scott Carmony

Advisor at LPL Financial

Updated today

Location

Shelbyville, IN 46176

Credentials

Series 63, Series 66

Industry experience

22 years

About

Scott Carmony is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and bringing 22 years of industry experience. He previously operated Carmony Wealth Management and worked with Broker Dealer Financial Services Corp. and Hardwick Capital Management. Carmony also serves as a fixed insurance agent through Ash Brokerage and acts in a fiduciary capacity for a family trust. LPL Financial provides advisory and brokerage services to a diverse client base including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a broad range of investment solutions supported by an in-house research team and combines large-scale advisory operations with non-advisory product offerings such as insurance and cash-management services.

Client services

Based on LPL Financial

Financial planning Portfolio management Educational seminars or workshops
Consulting and other non-discretionary advisory services

Expertise

Based on LPL Financial

Wealth management Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Tax-loss harvesting

Occupation focus

Based on LPL Financial

Founder/Business Owner Retired

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Fee options

Fixed

Financial planning and consulting services may be charged a flat fee as negotiated.

Commissions

Brokerage services include commissions, markups, markdowns, and transaction charges; commissions may apply to mutual funds, variable annuities, and other products.

Project-based

Financial planning hourly fees up to $500 per hour.

Other

Fee-only: Financial planning fees typically range up to $15,000, or up to $500 per hour; fees are negotiated and may be flat or hourly.

Location

16 Public Square, Suite B

Shelbyville, IN 46176

Most active in

Indiana · Texas

Work history

LPL Financial, LLC

2018 - Present (8 years)

Carmony Wealth Management

2010 - 2018 (8 years)

Broker Dealer Financial Services Corp.

2010 - 2018 (8 years)

Hardwick Capital Management, LLC

2009 - 2018 (9 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

user avatar

Grant R

Series 66

Shelbyville, IN

CoreVision Financial Group

Grant Reeves is a financial advisor with CoreVision Financial Group, holding a Series 66 designation and five years of industry experience. He has worked at LPL Financial and operates Grant Reeves Law LLC as a licensed attorney. Reeves serves as a board member for Franklin County Community Schools. CoreVision Financial Group provides discretionary investment management, financial planning, and retirement-plan advisory services to individuals, trusts, estates, businesses, charitable organizations, and retirement plans. The firm manages approximately $352 million for around 760 clients and takes a customized, primarily long-term investment approach using a range of securities and independent managers.

Options & derivatives strategies Tax-loss harvesting Active portfolio management Retirement plans for business owners (SEP, solo 401k) Self-Employed Executive
user avatar

Brent T

Series 63, Series 65

Shelbyville, IN

CoreVision Financial Group

Brent Thoman is a financial advisor with coreVISION Financial Group, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has worked with LPL Financial since 2014 and joined coreVISION Financial Group in 2023. Outside of his advisory role, Thoman coaches basketball and baseball at local schools in Shelbyville, Indiana. coreVISION Financial Group provides discretionary investment management, financial planning, and retirement-plan advisory services to individuals, trusts, estates, businesses, charitable organizations, and retirement plans. The firm manages approximately $352 million for around 760 clients and employs a customized, long-term investment approach utilizing a range of securities and independent managers.

Options & derivatives strategies Tax-loss harvesting Active portfolio management Retirement plans for business owners (SEP, solo 401k) Self-Employed Executive
user avatar

Jason P

Series 63, Series 65

Shelbyville, IN

CoreVision Financial Group

Jason Pike is a financial advisor with LPL Financial in Nashville, Indiana, holding Series 63 and Series 65 licenses and 21 years of industry experience. He has been with LPL Financial since 2010 and also operates coreVISION Financial Group, an independent registered investment advisory firm. LPL Financial serves a diverse client base including individual investors, retirement plan sponsors, institutions, charities, and high-net-worth households. The firm offers a range of advisory and brokerage services supported by an in-house research team that provides model portfolios and various investment strategies, allowing advisors flexibility in meeting client needs.

Options & derivatives strategies Tax-loss harvesting Active portfolio management Retirement plans for business owners (SEP, solo 401k) Self-Employed Executive
user avatar

Beau B

ChFC®, Series 63

Shelbyville, IN

CoreVision Financial Group

Beau Browning is a financial advisor at coreVISION Financial Group with 20 years of industry experience. He holds the ChFC® designation and Series 63 license. Browning has worked at LPL Financial since 2010 and joined coreVISION Financial Group in 2023. coreVISION Financial Group is a six-person advisory team managing approximately $352 million for about 760 clients. The firm offers discretionary investment management, financial planning, and retirement-plan advisory services using a primarily long-term investment approach with a range of investment vehicles including mutual funds, ETFs, stocks, bonds, and options.

Options & derivatives strategies Tax-loss harvesting Active portfolio management Retirement plans for business owners (SEP, solo 401k) Self-Employed Executive
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Andrea L

CFP®, Series 66

Shelbyville, IN

CoreVision Financial Group

Andrea Lee is a CFP® professional with eight years of industry experience, currently serving as an advisor at coreVISION Financial Group. She has been affiliated with LPL Financial since 2017 and joined coreVISION in 2023. Outside of her advisory role, she is involved with the Shelby County Athletic Club. coreVISION Financial Group is a six-advisor team providing discretionary investment management, financial planning, and retirement-plan advisory services to individuals, trusts, estates, businesses, charitable organizations, and retirement plans. The firm employs a customized, primarily long-term investment approach utilizing mutual funds, ETFs, individual securities, options, and independent managers.

Options & derivatives strategies Tax-loss harvesting Active portfolio management Retirement plans for business owners (SEP, solo 401k) Self-Employed Executive
user avatar

Brett R

Series 66

Shelbyville, IN

CoreVision Financial Group

Brett Rice is a financial advisor with coreVISION Financial Group, holding a Series 66 designation and eight years of industry experience. He has previously worked at LPL Financial, Edward Jones, Pridgeon and Clay, and Knauf Insulation. Rice provides investment advisory services through coreVISION Financial Group, an independent registered investment advisor firm. coreVISION Financial Group offers discretionary investment management, financial planning, and retirement-plan advisory services to individuals, trusts, estates, businesses, charitable organizations, and retirement plans. The firm employs a customized, primarily long-term investment approach using fundamental, technical, and cyclical analysis to construct diversified portfolios.

Options & derivatives strategies Tax-loss harvesting Active portfolio management Retirement plans for business owners (SEP, solo 401k) Self-Employed Executive
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