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Scott Francis Fremer

Comperio Retirement Consulting, Inc.

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About Scott Francis Fremer

Scott Francis Fremer is a registered Investment Advisor Representative with Comperio Retirement Consulting, Inc. Scott has been in the industry for more than 25 years and is licensed in Pennsylvania. Scott has a wide range of experience in financial planning, pension consulting, and selection of other advisors.

Firm Information

Scott Fremer is currently registered with Comperio Retirement Consulting, Inc.. Comperio Retirement Consulting, Inc. is an investment advisor headquartered in Cary, NC, with 3 investment advisor representatives. They manage approximately $1.9 billion in regulatory assets under management for 38 client accounts, primarily serving pension and profit-sharing plans. They offer financial planning, pension consulting, and selection of other advisors.
Comperio Retirement Consulting, Inc.

51 KILMAYNE DRIVE

CARY, NC 27511

$1.90B

Assets Under Management

36

Total Clients

3

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Scott Fremer’s Registration & Firm History

PA

01/04/2010 - Present

Comperio Retirement Consulting, Inc. (MCMURRAY PA)

PA

04/19/2005 - 07/09/2008

PRINCOR FINANCIAL SERVICES CORPORATION (PITTSBURGH PA)

NY

06/19/2000 - 11/09/2001

NYLIFE SECURITIES INC. (NEW YORK NY)

RI

02/08/1995 - 06/08/2000

FIDELITY INVESTMENTS INSTITUTIONAL SERVICES COMPANY, INC. (SMITHFIELD RI)

MA

07/02/1993 - 01/11/1995

MML INVESTORS SERVICES, INC. (SPRINGFIELD MA)

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Licenses & Designations

BOTH

Issued 05/02/2005

Series 66 - Uniform Combined State Law Examination

BC

Issued 07/06/1993

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 03/15/2006

Series 24 - General Securities Principal Examination

BC

Issued 04/18/2005

Series 7 - General Securities Representative Examination

BC

Issued 07/01/1993

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Scott Francis Fremer.
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