Unclaimed
Scott Courts is a financial advisor with Momentum Independent Network Inc. located in Dallas, Texas. Scott has been in the industry since 1984 and holds Series 63, Series 7 and SIE licenses. Scott works with a variety of clients including individuals, high-net-worth individuals, charitable organizations, corporations or other businesses, and pension and profit-sharing plans. Prior to joining Momentum Independent Network Inc., Scott was with NTB FINANCIAL CORPORATION in Highlands Ranch, Colorado, LEIGH BALDWIN & CO., LLC in Denver, Colorado, OMNIVEST, INC. in Denver, Colorado, EVEREN SECURITIES, INC. in St. Louis, Missouri, and BOETTCHER & COMPANY, INC. Scott has a breadth of experience to draw upon and offers a range of services including financial planning, educational seminars, portfolio management for individuals, and publication of periodicals.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
12b-1 fees
1
2
CO
01/03/2023 - Present
Momentum Independent Network Inc. (Arvada CO)
CO
06/12/2012 - 12/31/2022
NTB FINANCIAL CORPORATION (HIGHLANDS RANCH CO)
CO
03/29/2012 - 06/13/2012
LEIGH BALDWIN & CO., LLC (DENVER CO)
CO
01/13/1993 - 03/29/2012
OMNIVEST, INC. (DENVER CO)
MO
09/04/1990 - 11/20/1992
EVEREN SECURITIES, INC. (ST. LOUIS MO)
NA
07/26/1984 - 09/04/1990
BOETTCHER & COMPANY, INC.
BC
Issued 08/06/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/21/1984
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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