Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Scott? Claim Your ProfileScott McAdams is an Investment Advisor Representative at Cambridge Investment Research Advisors, Inc. Scott is also registered as an Investment Advisor Representative in Texas, and is registered with the state of New Mexico as an Investment Advisor Representative. Scott is an active member of the securities industry and holds the Series 66, Series 7TO, and SIE licenses. Scott has been in the securities industry since November 2019 and provides financial planning and portfolio management services. Scott also provides portfolio management services to businesses and 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.
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.
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.
Solicitation fees from 3rd party money managers
1
2
NM
09/24/2021 - Present
Cambridge Investment Research Advisors, Inc. (Taos NM)
BOTH
Issued 12/22/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/03/2019
Series 7TO - General Securities Representative Examination
BC
Issued 06/10/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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