Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Scott? Claim Your ProfileScott McGee is a registered investment advisor representative with Newport Group Consulting, LLC based in Lake Mary, Florida. Scott has been in the financial services industry since 2004. He has been registered with FINRA since 2004, and is currently licensed in 34 states. He is also registered with the state of Florida as an Investment Advisor Representative. Scott has experience in providing investment performance analytics for retirement plans, foundations, and endowments. He also provides managed account services for plan participants.
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.
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.
Investment performance analytics for retirement plans, foundations and endowments. managed acct svc for plan participants
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.
Percentage of assets under advisement
1
2
FL
01/11/2018 - Present
Newport Group Consulting, LLC (LAKE MARY FL)
FL
06/12/2014 - 09/06/2023
NEWPORT GROUP SECURITIES, INC. (LAKE MARY FL)
NC
06/28/2006 - 05/14/2014
PRINCOR FINANCIAL SERVICES CORPORATION (RALEIGH NC)
NC
06/02/2004 - 06/02/2006
AXA ADVISORS, LLC (RALEIGH NC)
BOTH
Issued 04/12/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/01/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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