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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Scott? Claim Your ProfileScott Craig Burack is a financial advisor with Baker Tilly Wealth Management, LLC. Scott has been in the financial services industry since 2000. Scott has a Series 7 and Series 66 securities licenses and a Certified Financial Planner designation. Scott has experience working with individuals, high-net-worth individuals, businesses, charitable organizations, pension and profit-sharing plans, and state or municipal government entities. Scott's firm provides investment consulting, financial planning, pension consulting, educational seminars, selection of other advisors, and portfolio management for individuals and businesses.
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.
Investment consulting
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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2
CA
11/05/2020 - Present
Baker Tilly Wealth Management, LLC (Newport Beach CA)
CA
02/28/2019 - 11/02/2020
DFPG INVESTMENTS, LLC (IRVINE CA)
ID
08/15/2017 - 03/28/2019
ALLEGIS INVESTMENT SERVICES, LLC (IDAHO FALLS ID)
CA
07/18/2011 - 08/23/2017
CETERA ADVISOR NETWORKS LLC (GARDENA CA)
CA
10/31/2005 - 07/05/2011
SAGEPOINT FINANCIAL, INC. (NEWPORT BEACH CA)
AZ
12/10/2004 - 10/31/2005
SUNAMERICA SECURITIES, INC. (PHOENIX AZ)
CA
01/02/2001 - 12/12/2002
THE SEIDLER COMPANIES INCORPORATED (LOS ANGELES CA)
CA
02/07/2001 - 11/29/2001
HAGERTY, STEWART & ASSOCIATES, INC. (SAN DIEGO CA)
CA
02/11/2000 - 01/02/2001
HAGERTY, STEWART & ASSOCIATES, INC. (SAN DIEGO CA)
TX
01/06/2000 - 03/06/2000
1ST GLOBAL CAPITAL CORP. (DALLAS TX)
BOTH
Issued 12/29/1999
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/05/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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