Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Scott? Claim Your ProfileScott Alan Plamondon is a financial professional with over 25 years of experience in the financial services industry. Scott is currently an Investment Advisor Representative with Beacon Pointe Advisors, LLC located in Newport Beach, CA. Scott specializes in providing comprehensive financial planning and investment management services to individuals, families, and businesses. Scott has held various positions throughout his career, including roles with The Leaders Group, Inc. and NFP Securities, Inc. Scott holds Series 6 and 63 securities licenses and the SIE exam. Scott is also a Chartered Financial Consultant (ChFC). In addition to his role at Beacon Pointe Advisors, LLC, Scott is also a licensed insurance agent with Beacon Pointe Insurance Services, LLC. Scott is dedicated to providing his clients with the highest level of service and expertise.
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.
Strategic management for diversified investment portfolios.
Consulting 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.
A percentage of the total value of assets under management is charged.
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2
CA
10/10/2017 - Present
Beacon Pointe Advisors, LLC (NEWPORT BEACH CA)
CO
12/01/2010 - 08/25/2017
THE LEADERS GROUP, INC. (LITTLETON CO)
CA
08/23/2005 - 11/12/2008
NFP SECURITIES, INC. (LOS ANGELES CA)
CO
03/30/2000 - 08/23/2005
THE LEADERS GROUP, INC. (LITTLETON CO)
CA
08/23/1995 - 03/01/2000
DUERR FINANCIAL CORPORATION (CHINO HILLS CA)
MN
06/23/1993 - 06/02/1995
MIMLIC SALES CORPORATION (ST. PAUL MN)
BC
Issued 05/24/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/25/2017
SIE - Securities Industry Essentials Examination
BC
Issued 06/22/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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