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David Scott Neal

D. Scott Neal, Inc.

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About David Scott Neal

David Neal is a CERTIFIED FINANCIAL PLANNER™ professional with over 25 years of experience in the financial services industry. He is a Registered Representative of D. Scott Neal, Inc., a registered investment advisor located in Lexington, Kentucky. David specializes in providing financial planning and investment management services to individuals, families, and small businesses. He also has a strong background in working with charitable organizations. David is committed to helping his clients achieve their financial goals. He is a member of the National Association of Personal Financial Advisors (NAPFA) and the Financial Planning Association (FPA).

Firm Information

David Neal is currently registered with D. Scott Neal, Inc.. D. Scott Neal, Inc. is an investment advisor based in Lexington, Kentucky. The firm provides financial planning, portfolio management for businesses and individuals, and educational seminars. They manage approximately $352 million in assets for a variety of clients, including high-net-worth individuals, corporations, charitable organizations, and individuals other than high-net-worth.
D. Scott Neal, Inc.

3292 EAGLE VIEW LANE

LEXINGTON, KY 40509

$352.03M

Assets Under Management

Not reported

Total Clients

5

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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David Neal’s Registration & Firm History

KY

04/28/2016 - Present

D. Scott Neal, Inc. (LEXINGTON KY)

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Licenses & Designations

BC

Issued 09/18/1995

Series 63 - Uniform Securities Agent State Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for David Scott Neal.
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