Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Scott? Claim Your ProfileScott Clarke is a financial advisor with over 28 years of experience in the industry. Scott is a Certified Financial Planner and Chartered Financial Consultant. Scott is currently registered with Cambridge Investment Research Advisors, Inc. in Texas and has previously been registered with several other firms. Scott's specialties include financial planning, portfolio management for individuals and businesses, pension consulting, and educational seminars. Scott's office is located at 4008 Gateway Dr., Suite 120 in Colleyville, TX.
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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Solicitation fees from 3rd party money managers
1
2
TX
06/01/2017 - Present
Cambridge Investment Research Advisors, Inc. (Colleyville TX)
TX
08/06/2016 - 06/19/2017
WILBANKS SECURITIES, INC. (Colleyville TX)
TX
11/13/2015 - 08/10/2016
ROYAL ALLIANCE ASSOCIATES, INC. (Colleyville TX)
TX
10/05/2010 - 11/17/2015
FIRST INDEPENDENT FINANCIAL SERVICES, INC. (COLLEYVILLE TX)
TX
04/05/2005 - 07/06/2010
NEXT FINANCIAL GROUP, INC. (COLLEYVILLE TX)
MN
03/14/1995 - 03/25/2005
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
03/14/1995 - 03/25/2005
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BC
Issued 03/17/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/15/2001
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/13/1995
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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