Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Scott? Claim Your ProfileScott Frederick Baughman is an Investment Advisor Representative associated with EP Wealth Advisors, based in Norwood, MA. Scott has been in the financial services industry since January 2011 and is currently registered with the state of California. Scott holds the Series 65 license and has specialized in Retirement Plan Advisory Services & Tax Preparation Services, financial planning, educational seminars and portfolio management for both individuals and businesses.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Retirement plan advisory services & tax preparation services
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.
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MA
02/11/2025 - Present
EP Wealth Advisors (Norwood MA)
IA
Issued 09/14/2022
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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