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 King is a financial advisor with Avantax Advisory Services, a firm providing financial advisory services to a diverse clientele. Scott is based in Atlanta, Georgia and has been in the industry for over 27 years. Prior to joining Avantax, Scott has held positions at several reputable financial institutions, including Ameriprise Financial Services, Wells Fargo Advisors, Citigroup Global Markets, and Merrill Lynch, Pierce, Fenner & Smith Incorporated.
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.
Solicitor referral services to third-party investment managers; participant enrollment meetings
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.
Solicitor fees
1
2
GA
02/05/2024 - Present
Avantax Advisory Services (ATLANTA GA)
GA
04/15/2016 - 09/30/2022
AMERIPRISE FINANCIAL SERVICES, LLC (Atlanta GA)
GA
10/14/2005 - 04/19/2016
WELLS FARGO ADVISORS, LLC (ATLANTA GA)
NY
06/14/2002 - 10/24/2005
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
NY
04/10/1996 - 06/18/2002
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
IA
Issued 05/16/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/16/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/09/1996
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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