Unclaimed
Scott Corcoran is an investment advisor representative for Kestra Advisory Services, LLC. Scott is registered with the state of Alabama and Texas as an Investment Advisor Representative (IAR). Scott has been in the industry for 9 years and has passed the Series 65 exam. Scott is a specialist in financial planning, pension consulting and selecting other advisors. Scott currently works in the Vestavia Hills, AL office and has been with Kestra Advisory Services, LLC since April 2024. Prior to this role, Scott worked for Corcoran Capital Management LLC in Birmingham, AL and First Advisors Capital in Birmingham, AL.
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.
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.
A percentage of the total value of assets under management is charged.
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TX
04/29/2024 - Present
Kestra Advisory Services, LLC (AUSTIN TX)
IA
Issued 03/16/2017
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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