Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Scott? Claim Your ProfileScott Lehigh is a financial advisor with over 20 years of experience in the industry. Scott is currently registered with Cambridge Investment Research Advisors, Inc. Previously, Scott worked for CROWN CAPITAL SECURITIES, L.P., and INTEGRATED TRADING AND INVESTMENTS, INC. Scott is a Series 6, 7, 22, 24, 62, 63, and SIE licensed professional. Scott's areas of expertise include financial planning, pension consulting, educational seminars, market timing services, selection of other advisors, and portfolio management for individuals and businesses.
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.
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.
Solicitation fees from 3rd party money managers
1
2
NV
11/29/2023 - Present
Cambridge Investment Research Advisors, Inc. (Las Vegas NV)
NV
06/07/2005 - 12/01/2023
CROWN CAPITAL SECURITIES, L.P. (LAS VEGAS NV)
CA
07/02/2001 - 06/08/2005
INTEGRATED TRADING AND INVESTMENTS, INC. (HUNTINGTON BEACH CA)
IA
Issued 12/08/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/29/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/08/2009
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/22/2009
Series 7 - General Securities Representative Examination
BC
Issued 04/25/2002
Series 62 - Corporate Securities Limited Representative Examination
BC
Issued 03/18/2002
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 06/29/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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