Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Scott? Claim Your ProfileScott Cary James is a financial advisor who has been in the industry since 2007. Scott is registered with Fisher Investments and is currently registered in Texas and Washington. Scott has passed the Series 63 and Series 66 exams and holds the Certified Financial Planner designation. Scott has experience working with a variety of clients, including individuals, high-net-worth individuals, corporations, and charitable organizations. Scott is also a real estate owner. Scott has a history of working with Charles Schwab & Co., Inc., Charles Schwab Bank, Ameriprise Financial Services, Inc., and Ameriprise Financial Services, LLC.
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.
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.
Portfolio assessment
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.
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TX
09/10/2024 - Present
Fisher Investments (PLANO TX)
Active
Inactive
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