Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Scott? Claim Your ProfileScott Drake is a financial advisor registered with Crown Wealth Group LLC, located in Charlotte, North Carolina. Scott provides various financial services including financial planning, portfolio management for individuals, selection of other advisors and on-going financial planning/ personal CFO services/estate planning. Scott Drake has been in the financial services industry since June of 2002.
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.
On-going financial planning/ personal cfo services/estate planning
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.
Selection of other advisers
1
2
NC
10/22/2024 - Present
Crown Wealth Group LLC (CHARLOTTE NC)
Active
Inactive
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