Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Scott? Claim Your ProfileScott Ford is a financial advisor in Omaha, Nebraska. Scott has been a registered investment advisor since 1998. Scott currently works for CWM, LLC, and previously worked for LPL FINANCIAL LLC, WASHINGTON SQUARE SECURITIES, INC., and JEFFERSON PILOT SECURITIES CORPORATION. Scott's areas of specialization include working with high net worth individuals, corporations or businesses, and pension and profit-sharing plans. Scott holds Series 6, 7, 24, 62, 63, and 65 licenses. Scott has over 20 years of experience in the financial services industry.
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.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Sub-advisory services for other investment advisory firms
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.
Solicitor fees from other investment advisors
1
2
NE
01/12/2015 - Present
CWM, LLC (OMAHA NE)
MD
12/18/2001 - 01/19/2017
LPL FINANCIAL LLC (HAGERSTOWN MD)
CT
02/03/1999 - 12/20/2001
WASHINGTON SQUARE SECURITIES, INC. (WINDSOR CT)
IN
08/27/1998 - 02/03/1999
JEFFERSON PILOT SECURITIES CORPORATION (FORT WAYNE IN)
IA
Issued 08/12/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/26/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/05/2004
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/01/2003
Series 7 - General Securities Representative Examination
BC
Issued 02/07/2000
Series 62 - Corporate Securities Limited Representative Examination
BC
Issued 08/26/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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