Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Scott? Claim Your ProfileScott Stephens is a financial advisor with Kingsview Wealth Management, LLC. Scott has over 20 years of experience in the financial services industry. Scott is a Certified Financial Planner and holds Series 7, 31, 63 and 66 securities licenses. Scott's specialties include Portfolio Management, Retirement Planning, College Savings, Estate Planning, and Insurance Planning. Scott is a partner in J & S Ranch and owns 50% of Runnion Ranch, both of which are involved in farming and ranching. Scott is also a co-owner of Stephens Rental Properties LLC. Scott is active in the community, serving as chairman of the finance and fundraising committee for the San Angelo Downtown Kiwanis Club and a board member for Grape Creek Independent School District.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
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
07/19/2024 - Present
Kingsview Wealth Management, LLC (San Angelo TX)
TX
01/01/2008 - 07/22/2024
WELLS FARGO CLEARING SERVICES, LLC (SAN ANGELO TX)
TX
06/09/2000 - 01/03/2008
A. G. EDWARDS & SONS, INC. (SAN ANGELO TX)
BOTH
Issued 07/02/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/07/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/30/2009
Series 31 - Futures Managed Funds Examination
BC
Issued 06/08/2000
Series 7 - General Securities Representative Examination
Active
Inactive
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