Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Scott? Claim Your ProfileScott Brady has been an active investment advisor for over 22 years. Scott has been associated with Independent Financial Group, LLC since October 2019. Prior to that, Scott was with VOYA FINANCIAL ADVISORS, INC. for over 15 years. Scott holds the Series 6, Series 63, and Series 65 licenses. Scott has been serving clients in Oregon, Texas, Arizona, Washington, and other states. Scott specializes in providing financial planning and investment advice to individuals, corporations, and pension and profit-sharing plans. Scott offers a variety of financial services, including investment management, financial planning, retirement planning, and insurance planning. Scott has a strong commitment to providing personalized service to each of his clients and is dedicated to helping them achieve their financial goals.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
OR
10/13/2021 - Present
Independent Financial Group, LLC (SALEM OR)
OR
01/01/2004 - 10/16/2019
VOYA FINANCIAL ADVISORS, INC. (SALEM OR)
IA
04/07/2000 - 01/01/2004
LOCUST STREET SECURITIES, INC. (DES MOINES IA)
IA
Issued 12/24/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/16/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/26/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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