Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Scott? Claim Your ProfileScott Briney is a registered investment advisor representative with Capital Advice, LLC. Scott has been in the financial services industry since 1986, and has extensive experience in providing investment advice to individuals and families. The firm, Capital Advice, LLC, is a Registered Investment Adviser headquartered in Plano, Texas. The firm serves individuals, trusts, and corporations. Their investment approach is based on providing personalized financial advice and services designed to help clients meet their financial goals. Scott Briney has a diverse background and experience in the financial industry, including several previous positions with other firms.
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.
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.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
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TX
03/25/2019 - Present
Capital Advice, LLC (PLANO TX)
TX
02/10/2000 - 03/28/2019
CETERA ADVISOR NETWORKS LLC (DALLAS TX)
SC
06/30/1998 - 02/17/2000
LINSCO/PRIVATE LEDGER CORP. (FORT MILL SC)
NY
02/07/1992 - 06/29/1998
QUICK & REILLY, INC. (NEW YORK NY)
TX
03/14/1990 - 12/18/1990
ADDISON SECURITIES, INC. (DALLAS TX)
NA
06/17/1987 - 03/17/1988
SMITH BARNEY, HARRIS UPHAM & CO., INCORPORATED
NA
04/25/1986 - 06/12/1987
ALEX. BROWN & SONS, INC.
IA
Issued 09/22/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/20/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/22/1997
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/10/1996
Series 4 - Registered Options Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/19/1986
Series 7 - General Securities Representative Examination
Active
Inactive
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