Unclaimed
Scott Mcdougall Carmack is a registered investment advisor representative with Holbrook Holdings, Inc. Scott has been in the financial services industry for over 15 years. Scott has previously worked at Leader Capital Corp, AXA Advisors, LLC, Assent LLC, Evolution Financial Technologies, LLC and J.P. Morgan Securities Inc. Scott is licensed to provide investment advice in Georgia and is currently pending approval to provide investment advice in Oregon. Scott holds Series 63, 66, 7, and 55 licenses. Scott has specialized in Portfolio Management for Investment Companies. Scott is dedicated to providing clients with the highest quality investment advice and service.
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.
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.
A percentage of the total value of assets under management is charged.
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2
GA
01/06/2024 - Present
Holbrook Holdings, Inc. (ATLANTA GA)
OR
02/15/2011 - 11/30/2015
LEADER CAPITAL CORP. (PORTLAND OR)
VA
10/25/2010 - 12/01/2010
AXA ADVISORS, LLC (FALLS CHURCH VA)
NJ
08/08/2006 - 05/27/2010
ASSENT LLC (HOBOKEN NJ)
NY
08/13/2003 - 08/01/2006
EVOLUTION FINANCIAL TECHNOLOGIES, LLC (NEW YORK NY)
NY
01/14/2002 - 08/12/2003
J.P. MORGAN SECURITIES INC. (NEW YORK NY)
BOTH
Issued 10/28/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/15/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/30/2015
SIE - Securities Industry Essentials Examination
BC
Issued 08/22/2003
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 01/12/2002
Series 7 - General Securities Representative Examination
Active
Inactive
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