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Eric Luther Scott

APO Financial Services, LLC

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About Eric Luther Scott

Eric Luther Scott is a registered investment advisor representative with Apo Financial Services, LLC. Eric Luther Scott is also a registered investment advisor in Utah. Eric Luther Scott has been in the securities industry since 1998.

Firm Information

Eric Scott is currently registered with APO Financial Services, LLC. APO Financial Services, LLC is an investment advisor located in Westminster, CO. The firm provides financial planning, portfolio management for individuals, and pension consulting services. They have 8 licensed agents and 8 investment advisor representatives. APO Financial Services manages approximately $100,278,222 in assets for 918 clients, primarily individuals and businesses.
APO Financial Services, LLC

10155 WESTMOOR DRIVE

WESTMINSTER, CO 80021-2627

$100.28M

Assets Under Management

Not reported

Total Clients

6

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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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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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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Eric Scott’s Registration & Firm History

CO

02/18/2020 - Present

APO Financial Services, LLC (WESTMINSTER CO)

MI

02/09/2002 - 04/14/2003

SAMMONS SECURITIES COMPANY, LLC (ANN ARBOR MI)

CA

02/02/2001 - 02/09/2002

WALNUT STREET SECURITIES, INC. (EL SEGUNDO CA)

AZ

10/20/1998 - 02/02/2001

ROYAL ALLIANCE ASSOCIATES, INC. (SCOTTSDALE AZ)

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Licenses & Designations

IA

Issued 05/30/2007

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 11/06/1998

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/15/1998

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Eric Luther Scott.
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