Twin Falls, ID 710 Fillmore St Office
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LPL Financial
Institution
Firm-wide stats for LPL Financial
About
LPL Financial is a national broker‑dealer and SEC‑registered investment adviser that delivers advisory and brokerage services through a network of investment adviser representatives to individuals, retirement plan participants, banks, trust companies and other institutions. Its offerings include financial planning, wrap and model portfolio programs, third‑party asset management (TAMP) access, participant‑level retirement advice (IPA and OPA), and institutional platforms such as the Bank Wealth Program.
Advice and account management are provided primarily by IARs who may implement LPL Research model portfolios, third‑party subadvisors, or customized strategies on either a discretionary or non‑discretionary basis, with options spanning strategic and tactical allocations, direct indexing and alternative exposures. The brochure notes LPL’s use of machine‑learning and other advisor‑facing tools for operational and research support while stating those systems are not used to make investment decisions for clients.
What distinguishes LPL from many peers is the scale and breadth of its non‑advisory financial activities alongside its advisory platform—an affiliated insurance agency, a firm‑offered Secured Credit Account and credit‑card arrangements, and various recordkeeping and bank partnerships—combined with oversight of over $819 billion in discretionary assets and more than 22,800 advisors. The firm’s brochure also discloses multiple regulatory enforcement matters and indicates it does not advertise hypothetical performance in its materials.
Based on LPL Financial
Expertise
Based on LPL Financial
Location
710 Fillmore St Suite 300
Twin Falls ID 83301
Advisors at this office
4
Advisors at this office
Brian S
Series 66
Twin Falls, ID
LPL Financial
Brian Scott is a financial advisor with LPL Financial in Twin Falls, ID, holding a Series 66 designation and 11 years of industry experience. He has been with LPL Financial since 2021 and has involvement in several business ventures, including ownership roles in multiple real estate entities and a tax preparation and accounting firm. Outside of advisory work, he has experience in insurance production and runs a business named Sips N Sweet Treats. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by extensive advisor resources and technology.
Scott J
CFP®, ChFC®
Twin Falls, ID
LPL Financial
Scott Jackson is a financial advisor at LPL Financial in Twin Falls, ID, holding CFP® and ChFC® designations with four years of industry experience. His work history includes roles at Snake River Investment Counsel LLC, Edward Jones, and Cetera ADVISORS LLC. Jackson has also been involved with Brigham Young University - Idaho in various capacities over several years. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms.
Daniel K
CFP®, Series 63, Series 65
Twin Falls, ID
LPL Financial
Daniel King is a CFP® professional with over 31 years of experience in the financial industry. He has been with LPL Financial since 2021 and previously worked at Waddell & Reed, Inc., US Bancorp Investments, Inc., and Piper Sandler & Co. Outside of his advisory work, he has held several community roles in Twin Falls, ID, including positions within local church organizations and the Twin Falls School District. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management solutions, utilizing both proprietary research and third-party subadvisors, supported by advanced operational tools.
Denton W
Series 66
Twin Falls, ID
LPL Financial
Denton Whitney is a financial advisor with LPL Financial in Twin Falls, Idaho. He holds a Series 66 designation and has been with LPL Financial since 2025. Whitney also provides legal services in estate planning through Whitney Mediation & Legal Counsel, LLC, a practice he has operated since 2013, and through Legacy Legal Counsel, LLC, established in 2025. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management services, including access to model portfolios, third-party asset managers, and institutional platforms.
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