Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Scott? Claim Your ProfileScott Dickerson is a financial advisor with over 30 years of experience in the industry. Scott has a strong background in securities and investment advisory services, holding various licenses and certifications, including Series 7, 24, 51, 63, and 66. Scott is a Certified Financial Planner and a Chartered Financial Consultant. Currently, Scott is a Registered Representative and Investment Advisor Representative at Independent Financial Group, LLC, where he has been with since November 2005. Scott provides financial planning, portfolio management, and pension consulting services to individuals, businesses, and charitable organizations. Scott’s dedication to his clients and his extensive experience make him a valuable resource for those seeking financial advice.
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.
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.
1
2
CA
07/12/2017 - Present
Independent Financial Group, LLC (SAN DIEGO CA)
CA
10/31/2005 - 11/25/2005
AIG FINANCIAL ADVISORS, INC. (LA MESA CA)
AZ
04/08/1994 - 10/31/2005
SENTRA SECURITIES CORPORATION (PHOENIX AZ)
OR
07/30/1993 - 04/11/1994
MARKETING ONE SECURITIES, INC. (PORTLAND OR)
CA
12/14/1992 - 08/11/1993
MONTANO SECURITIES CORPORATION (ORANGE CA)
NY
08/08/1989 - 12/03/1990
NEW ENGLAND SECURITIES (NEW YORK NY)
NA
06/22/1988 - 07/20/1989
CAPITAL ANALYSTS, INCORPORATED
BOTH
Issued 12/30/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/29/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/17/2004
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 10/19/1999
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/18/1988
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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