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Scott Dingman

Advisor at LPL Financial

Updated today

Location

Midlothian, VA 23112

Credentials

CFP®, ChFC®, Series 63, Series 65

Industry experience

35 years

About

Scott Dingman is a CFP® and ChFC® with 35 years of industry experience. He has been associated with LPL Financial and its predecessor, Linsco/Private Ledger Corp., since 1997. Outside of his advisory role, he is a managing partner and 50% owner of Dingman Financial Services, LLC, and is involved in selling fixed insurance products. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plans, institutions, and high-net-worth households. The firm offers a wide range of investment solutions supported by an in-house research team and a large network of investment adviser representatives.

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

5943 Harbour Park Dr

Midlothian, VA 23112

Most active in

Texas · Virginia

Work history

#Ia Linsco/Private Ledger Corp.

1997 - Present (29 years)

LPL Financial

1997 - Present (29 years)

Disclosures

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

Business activities & affiliations

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Daniel D

Series 63, Series 66

Moseley, VA

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General retirement planning Cash flow / budgeting
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Charan M

Series 63, Series 65

Powhatan, VA

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Charan Manektala is the principal of Manektala Investment Advisory Services Inc., an independent firm based in Powhatan, VA. He holds Series 63 and Series 65 licenses and has eight years of experience in the financial services industry, including roles at Prudential Financial Planning Services and The Prudential Insurance Company of America. Outside of advisory work, he is president of two companies providing technology consulting and educational services in math and science. Manektala Investment Advisory Services offers discretionary and non-discretionary asset management, financial planning, and consulting primarily for high-net-worth individuals and business entities. The firm provides ERISA plan services as a 3(21) advisor and employs a mix of fundamental and technical analysis, modern portfolio theory, and Monte Carlo planning to tailor investment programs to client goals and risk tolerance.

Retirement income strategy Income planning Options & derivatives strategies Tax-loss harvesting
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James T

Series 63, Series 65

Richmond, VA

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James Thornton Jr. is a financial advisor at Fifth Pointe with Series 63 and Series 65 licenses and three years of industry experience. His prior roles include positions at Rocket Mortgage, Capital One, and Money Concepts Capital Corp. Outside of advisory services, he owns and operates an insurance agency offering property, casualty, and health insurance products. Fifth Pointe provides financial planning, consulting, portfolio management, and algorithm-driven robo-advisory services to a diverse client base, including individuals, high-net-worth clients, trusts, estates, and institutional entities. The firm combines traditional advisory services with affiliated insurance and mortgage offerings, seminars, and pension consulting.

Wealth management Retirement plans for business owners (SEP, solo 401k) Cash flow / budgeting Life insurance needs analysis Founder/Business Owner
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Nathaniel J

Series 65

Richmond, VA

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Nathaniel Jackson is the sole advisor at Jay Blue Capital and holds a Series 65 designation. He has 11 years of experience working at The Collegiate School. Jay Blue Capital, LLC is a newly registered investment adviser that provides discretionary and non-discretionary portfolio management and investment advice to individuals and business entities. The firm uses Modern Portfolio Theory and the Capital Asset Pricing Model, combining fundamental and technical analysis to manage portfolios across four risk-based strategies, including an options-based Aggressive Growth strategy.

Options & derivatives strategies Tax-loss harvesting
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John H

CFP®, Series 66

Moseley, VA

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Wealth management
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Bradley C

Series 65

Midlothian, VA

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Bradley Carnahan is a financial advisor at Carnahan Capital Management, LLC with two years of industry experience. He holds a Series 65 designation and previously worked at Markel Group and Cherry Bekaert LLP. Carnahan manages his independent firm as a sole practitioner based in Midlothian, VA. Carnahan Capital Management, LLC is a small, independent registered investment adviser providing discretionary asset management to individuals, high-net-worth clients, trusts, foundations, and business entities. The firm focuses on bottom-up stock selection through fundamental and qualitative analysis, maintaining longer-term holdings with periodic rebalancing and risk monitoring.

Active portfolio management
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