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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 Phillip Scott is a financial advisor in Atlanta, Georgia. John Phillip Scott works at Bip Wealth, LLC. John Phillip Scott has been a registered investment advisor for over 12 years. John Phillip Scott has experience with investment advisory services, financial planning, and portfolio management. John Phillip Scott is also a Certified Financial Planner and Chartered Financial Analyst. John Phillip Scott has experience working with individuals, high net worth individuals, charitable organizations, and corporations.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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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GA
08/13/2015 - Present
BIP Wealth, LLC (ATLANTA GA)
GA
11/28/2005 - 08/24/2015
CHARLES SCHWAB & CO., INC. (ALPHARETTA GA)
MN
07/09/2003 - 04/18/2005
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
07/09/2003 - 04/18/2005
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 07/15/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/07/2006
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 11/07/2006
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 08/24/2015
SIE - Securities Industry Essentials Examination
BC
Issued 07/08/2003
Series 7 - General Securities Representative Examination
Active
Inactive
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