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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn Edward Scott is an investment advisor representative with Realta Investment Advisors, Inc., based in Wilmington, Delaware. John has over 20 years of experience in the financial services industry, previously holding roles at Calton & Associates, Inc., KOVACK SECURITIES INC., and Raymond James Financial Services, Inc. John's experience spans across a range of investment advisory services, including portfolio management for individuals and businesses, financial planning, and pension consulting. John is licensed in multiple states including California, Connecticut, Florida, Georgia, New Jersey, and New York.
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.
1
2
DE
01/01/2025 - Present
Realta Investment Advisors, Inc. (WILMINGTON DE)
FL
08/08/2018 - 06/07/2024
CALTON & ASSOCIATES, INC. (TAMPA FL)
FL
10/05/2004 - 08/09/2018
KOVACK SECURITIES INC. (Tampa FL)
FL
06/25/2001 - 09/30/2004
RAYMOND JAMES FINANCIAL SERVICES, INC. (ST. PETERSBURG FL)
IA
Issued 04/28/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/15/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/27/2001
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/23/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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