Invested Better
Unclaimed

Unclaimed

Unclaimed

Scott Latorre Phillips

Lavaca Capital, LLC

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Scott? Claim Your Profile

About Scott Latorre Phillips

Scott Phillips is a registered investment advisor representative in Texas. Scott is currently employed by Lavaca Capital, LLC. Scott has been with the firm since 2013. Scott is an Investment Advisor Representative.

Firm Information

Scott Phillips is currently registered with Lavaca Capital, LLC. Lavaca Capital, LLC is an investment advisor based in Houston, Texas. The firm provides portfolio management for businesses, individuals, investment companies, and pooled investment vehicles. Lavaca Capital, LLC manages approximately $341.4 million in assets. The firm also provides selection of other advisors as an advisory service.
Lavaca Capital, LLC

2700 POST OAK BLVD.

HOUSTON, TX 77056

$341.36M

Assets Under Management

Not reported

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.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

check

portfolio management for investment companies

Strategic management for diversified investment portfolios.

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.

check

percentage of assets

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

check

performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

Find Your Ideal Financial Advisor

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Scott Phillips’s Registration & Firm History

TX

03/19/2014 - Present

Lavaca Capital, LLC (HOUSTON TX)

Not sure if Scott Latorre Phillips is right for you?

Licenses & Designations

IA

Issued 10/18/2012

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Scott Latorre Phillips.
Not sure if Scott Latorre Phillips is right for you?