Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Deane Scott is a financial advisor at LPL Financial LLC. Robert has been in the financial services industry since 1998. Robert is licensed in Colorado and Texas. Robert is also a registered representative of LPL Financial LLC. In addition to being a financial advisor, Robert is also involved in several other businesses, including real estate rental and managing a business entity for tax purposes.
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.
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.
Consulting and other non-discretionary advisory services
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
CO
10/31/2018 - Present
LPL Financial LLC (PAGOSA SPRINGS CO)
CO
02/23/2007 - 11/01/2018
RAYMOND JAMES FINANCIAL SERVICES, INC. (PAGOSA SPRINGS CO)
CO
12/04/1998 - 02/27/2007
EDWARD JONES (PAGOSA SPRINGS CO)
BOTH
Issued 12/02/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/02/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/01/2008
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 06/23/2007
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/30/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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