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Jeffrey Scott Broaddus

ISC Advisors, Inc.

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About Jeffrey Scott Broaddus

Jeffrey Scott Broaddus is a registered representative of ISC Advisors, Inc. Jeffrey has been in the securities industry since May 2014. Prior to joining ISC Advisors, Inc. Jeffrey was a registered representative of MMA Securities LLC and Fidelity Brokerage Services LLC. Jeffrey holds Series 7, Series 66 and SIE licenses. Jeffrey is a licensed investment advisor in the state of Texas. ISC Advisors, Inc. is an investment advisory firm that provides financial planning, portfolio management for individuals and businesses, pension consulting and educational seminars. Jeffrey is committed to providing his clients with personalized financial advice and guidance.

Firm Information

Jeffrey Broaddus is currently registered with ISC Advisors, Inc.. ISC Advisors, Inc. is a registered investment advisor headquartered in Dallas, Texas. They provide financial planning, pension consulting, educational seminars, portfolio management for individuals and businesses, and publication of periodicals. ISC Advisors, Inc. manages over $1.28 billion in assets for approximately 2,000 clients, including high-net-worth individuals, pension and profit-sharing plans, and charitable organizations.
ISC Advisors, Inc.

3500 OAK LAWN AVE

DALLAS, TX 75219

$1.28B

Assets Under Management

11

Total Clients

27

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 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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Jeffrey Broaddus’s Registration & Firm History

TX

10/11/2023 - Present

ISC Advisors, Inc. (DALLAS TX)

TX

01/08/2020 - 10/12/2023

MMA SECURITIES LLC (Dallas TX)

TX

05/20/2014 - 12/23/2019

FIDELITY BROKERAGE SERVICES LLC (WESTLAKE TX)

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Licenses & Designations

BOTH

Issued 06/06/2014

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 05/19/2014

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Jeffrey Scott Broaddus.
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