Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Scott? Claim Your ProfileScott Dillon Bechely is an investment advisor representative at Independent Financial Partners. Scott has been in the financial services industry for over 15 years and is a CERTIFIED FINANCIAL PLANNER™. Scott has been registered with Independent Financial Partners since August 2016 and previously worked for LPL Financial LLC. Scott is registered in 11 states and has the following licenses: Series 6, Series 7, Series 63, and SIE. Scott specializes in working with individuals, corporations, businesses, and charitable organizations.
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.
Personalized portfolio management to meet individual financial objectives.
Non-discretionary investment advice
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.
Percentage of assets under advisement
1
2
GA
02/12/2018 - Present
Independent Financial Partners (Woodstock GA)
GA
08/09/2011 - 05/23/2019
LPL FINANCIAL LLC (WOODSTOCK GA)
GA
08/21/2007 - 08/09/2011
SECURITIES AMERICA, INC. (ATLANTA GA)
CO
06/22/2007 - 07/30/2007
THE LEADERS GROUP, INC. (LITTLETON CO)
GA
06/10/2004 - 06/08/2007
TOWER SQUARE SECURITIES, INC. (ALPHARETTA GA)
BC
Issued 06/16/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/11/2010
Series 7 - General Securities Representative Examination
BC
Issued 06/09/2004
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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