linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Scott Clifton Francis

HFG Wealth Management, LLC

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Scott? Claim Your Profile

About Scott Clifton Francis

Scott Clifton Francis is a financial advisor registered with the state of Texas and is currently employed by HFG Wealth Management, LLC. Scott has over 15 years of experience in the financial industry and has held previous roles with Edward Jones, BBVA Securities Inc., BBVA Compass Investment Solutions, Inc, and Ameriprise Financial Services, LLC. Scott holds the Series 66, Series 7, and SIE exams. Scott specializes in providing financial planning and portfolio management for individuals and businesses.

Firm Information

Scott Francis is currently registered with HFG Wealth Management, LLC. HFG Wealth Management, LLC is an investment advisory firm located in THE WOODLANDS, TX. They provide financial planning and portfolio management services to high-net-worth individuals, corporations, individuals, charitable organizations, and pension and profit-sharing plans. They have 406,119,064 in regulatory assets under management, with 1,386 total accounts. The firm has 3 licensed agents, 7 investment adviser representatives, and 4 investment advisory functions.
HFG Wealth Management, LLC

1790 HUGHES LANDING, SUITE 575

THE WOODLANDS, TX 77380

$406.12M

Assets Under Management

Not reported

Total Clients

6

Total Financial Advisors

Services Offered

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.

check

financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

check

fixed fees

Set rates for specific services, regardless of time or assets managed.

check

percentage of assets

A percentage of the total value of assets under management is charged.

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Scott Francis’s Registration & Firm History

TX

05/23/2024 - Present

HFG Wealth Management, LLC (THE WOODLANDS TX)

TX

01/27/2023 - 05/28/2024

AMERIPRISE FINANCIAL SERVICES, LLC (Huntsville TX)

TX

09/23/2016 - 01/31/2023

EDWARD JONES (HUNTSVILLE TX)

TX

05/16/2013 - 09/15/2016

BBVA SECURITIES INC. (HUNTSVILLE TX)

TX

06/11/2009 - 05/16/2013

BBVA COMPASS INVESTMENT SOLUTIONS, INC (HUNTSVILLE TX)

TX

07/21/2008 - 03/06/2009

EDWARD JONES (MONTGOMERY TX)

Not sure if Scott Clifton Francis is right for you?

Licenses & Designations

BOTH

Issued 07/31/2008

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/19/2008

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Scott Clifton Francis.
Not sure if Scott Clifton Francis is right for you?