Unclaimed
Scott Curtis Fenn has been in the financial services industry since 2002. Scott is currently registered with Victory Capital Management Inc. in Texas. Scott has previously worked with USAA FINANCIAL ADVISORS, INC. and FIRST COMMAND FINANCIAL PLANNING, INC. Scott holds Series 6, 7, 63, and 65 securities licenses and the SIE. Scott is a licensed investment advisor representative and has been active in the securities industry since 2002.
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.
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.
Strategic management for diversified investment portfolios.
Model portfolios
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.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
TX
01/21/2021 - Present
Victory Capital Management Inc. (SAN ANTONIO TX)
TX
12/12/2006 - 07/01/2019
USAA FINANCIAL ADVISORS, INC. (SAN ANTONIO TX)
TX
11/11/2002 - 11/29/2006
FIRST COMMAND FINANCIAL PLANNING, INC. (SAN ANTONIO TX)
IA
Issued 01/10/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/10/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/19/2007
Series 7 - General Securities Representative Examination
BC
Issued 11/08/2002
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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