Unclaimed
Scott Allen Tilley is a financial advisor with Truist Advisory Services, Inc. Scott has been in the financial services industry since 1988. Scott has Series 7, Series 10, Series 9, Series 31, Series 63 and Series 65 licenses. Scott is a Chartered Financial Analyst (CFA) and holds registrations in 19 states, including North Carolina, Texas, Florida, and Virginia. Scott provides financial planning, portfolio management, and other advisory services to individuals, businesses, and charitable organizations. Scott is also a director of the High Point Economic Development Corporation, the High Point Chamber of Commerce, and the High Point Downtown Stadium Foundation.
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.
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.
Wrap fee product and financial profiling services using desktop software
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
NC
04/15/2021 - Present
Truist Advisory Services, Inc. (HIGH POINT NC)
VA
05/08/2018 - 02/17/2021
BB&T SECURITIES, LLC (RICHMOND VA)
NC
08/24/2000 - 06/06/2018
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (HIGH POINT NC)
VA
05/05/1999 - 09/08/2000
SCOTT & STRINGFELLOW, INC. (RICHMOND VA)
VA
03/10/1995 - 05/05/1999
SCOTT & STRINGFELLOW, INC. (RICHMOND VA)
NJ
02/24/1992 - 04/26/1995
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
VA
09/20/1988 - 03/23/1992
SCOTT & STRINGFELLOW INVESTMENT CORPORATION (RICHMOND VA)
IA
Issued 12/06/1991
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/21/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/05/2001
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 03/05/2001
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/01/2005
Series 31 - Futures Managed Funds Examination
BC
Issued 09/17/1988
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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