Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brian? Claim Your ProfileBrian Scott is a financial advisor at Kestra Advisory Services, LLC. Brian is an active registered investment advisor (IA) and a broker-dealer (BD). Brian is registered with the Financial Industry Regulatory Authority (FINRA) and the Securities and Exchange Commission (SEC). Brian has been in the financial industry since August 4, 2016. Brian has experience working with a variety of clients, including high-net-worth individuals, corporations, and pension and profit-sharing plans. Brian offers a variety of financial services, including financial planning, portfolio management, and investment advisory services. Brian is dedicated to providing his clients with personalized financial advice and guidance.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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TX
10/20/2023 - Present
Kestra Advisory Services, LLC (AUSTIN TX)
AZ
03/24/2022 - 12/22/2022
CETERA ADVISOR NETWORKS LLC (PRESCOTT AZ)
AZ
08/05/2016 - 03/24/2022
EDWARD JONES (PRESCOTT VALLEY AZ)
BOTH
Issued 08/24/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/04/2016
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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