Unclaimed
R. scott Thompson is an Investment Advisor Representative with Pivotpoint Advisors, LLC, a Registered Investment Advisor. R. scott Thompson has been in the industry since 2017. R. scott Thompson is registered with the state of Nevada. R. scott Thompson holds a Series 63 and 65 license as well as a Series 7TO and a SIE license.
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.
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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NV
04/22/2024 - Present
Pivotpoint Advisors, LLC (LAS VEGAS NV)
NV
02/12/2019 - 08/06/2019
TRANSAMERICA FINANCIAL ADVISORS, INC (LAS VEGAS NV)
BC
Issued 11/15/2018
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 09/17/2018
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/12/2019
Series 7TO - General Securities Representative Examination
BC
Issued 11/15/2018
SIE - Securities Industry Essentials Examination
Active
Inactive
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