Unclaimed
Scott Allen Webb is a financial advisor with over 30 years of experience in the industry. Scott is currently registered with LPL Financial LLC and has held previous registrations with PFS Investments Inc. Scott holds licenses to sell securities and provide investment advice in multiple states. He specializes in providing financial planning, portfolio management, and consulting services to individuals, businesses, and charitable organizations. Scott’s focus is on helping clients reach their financial goals.
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
MO
10/26/2017 - Present
LPL Financial LLC (SMITHVILLE MO)
MO
12/01/1993 - 05/16/2013
PFS INVESTMENTS INC. (GLADSTONE MO)
IA
Issued 04/04/2011
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/30/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/22/1998
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/03/2013
Series 7 - General Securities Representative Examination
BC
Issued 11/30/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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