Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Scott? Claim Your ProfileScott Robinson is a financial advisor with over 20 years of experience in the financial services industry. Scott is registered with LPL Financial LLC and is a CERTIFIED FINANCIAL PLANNER™ professional. Scott has experience working with a variety of clients, including high-net-worth individuals, corporations, and retirement plans. Scott has a broad range of experience working with clients through his previous roles with Invest Financial Corporation and VeraVest Investments, Inc. Scott's goal is to help clients 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.
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.
Consulting and other non-discretionary advisory services
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
TX
02/14/2018 - Present
LPL Financial LLC (DENTON TX)
TX
12/04/2003 - 02/14/2018
INVEST FINANCIAL CORPORATION (DENTON TX)
MA
07/04/2003 - 12/10/2003
VERAVEST INVESTMENTS, INC. (WORCESTER MA)
BOTH
Issued 07/11/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/02/2003
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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