Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Scott? Claim Your ProfileScott Christopher Benson is a financial advisor with over 17 years of experience in the industry. Currently, Scott is an Investment Advisor Representative with Concurrent Investment Advisors, LLC. Scott has a proven track record of success in providing financial planning, investment management, and other financial services to individuals, families, and businesses. Prior to joining Concurrent Investment Advisors, LLC, Scott was affiliated with several other firms including Raymond James Financial Services, Inc., LPL Financial LLC, Hornor, Townsend & Kent, LLC, and NFP Securities, Inc. Scott is dedicated to providing his clients with personalized financial advice that helps them achieve 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.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
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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CA
03/13/2023 - Present
Concurrent Investment Advisors, LLC (San Diego CA)
TX
04/05/2021 - 03/20/2023
RAYMOND JAMES FINANCIAL SERVICES, INC. (LUBBOCK TX)
SC
02/23/2021 - 04/06/2021
LPL FINANCIAL LLC (FORT MILL SC)
PA
02/28/2013 - 11/10/2020
HORNOR, TOWNSEND & KENT, LLC (HORSHAM PA)
TX
05/23/2007 - 12/19/2012
NFP SECURITIES, INC. (AUSTIN TX)
CA
01/07/2006 - 05/15/2007
LINSCO/PRIVATE LEDGER CORP. (SAN DIEGO CA)
BOTH
Issued 05/11/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/10/2020
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/19/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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