Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Scott? Claim Your ProfileScott Andrew Bosworth is an investment advisor representative at Dimensional Fund Advisors LP and has been in the financial services industry since October 4, 1993. Scott is a Chartered Financial Analyst. Scott holds licenses in 50 states for securities and investment advisory activities and holds Series 63, 65, 7, and 24. Scott has been registered with Dimensional Fund Advisors LP since September 14, 2006. Prior to this Scott was registered with Wheat First Securities, Inc. and American Express Financial Advisors Inc. in various states for securities and investment advisory activities. Scott has experience working with a variety of clients, including individuals, high-net-worth individuals, corporations, investment companies, pension and profit-sharing plans, charitable organizations, state or municipal government entities, insurance companies, sovereign wealth funds and foreign official institutions, and pooled investment vehicles.
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.
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.
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.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
TX
09/14/2006 - Present
Dimensional Fund Advisors LP (AUSTIN TX)
NC
03/20/1992 - 08/25/1994
WHEAT, FIRST SECURITIES, INC. (CHARLOTTE NC)
MN
09/09/1991 - 02/25/1992
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
09/09/1991 - 02/25/1992
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
IA
Issued 09/19/1991
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/09/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/09/2009
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/05/1991
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Scott Bosworth is the right advisor for you? Invested Better is here to help.
