Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lucy? Claim Your ProfileLucy Scott is a financial advisor with over 23 years of experience in the industry. Lucy Scott is currently registered with Incompass Financial Partners, LLC and is licensed in Georgia. Lucy Scott works with high-net-worth individuals, individuals other than high-net-worth, pension and profit-sharing plans, and charitable organizations. Lucy Scott offers financial planning services, educational seminars, and portfolio management for individuals.
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.
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
02/02/2023 - Present
Incompass Financial Partners, LLC (MARIETTA GA)
GA
07/07/2000 - 08/23/2024
TRIAD ADVISORS LLC (MARIETTA GA)
BOTH
Issued 05/23/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/06/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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