Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Scott? Claim Your ProfileScott Michael Terry is a financial advisor with Summit Wealth & Retirement Partners. Scott has been a financial advisor for over 30 years. Scott specializes in financial planning, portfolio management, and retirement planning. Scott has worked with a variety of clients, including individuals, families, businesses, and charitable organizations. Scott is a Certified Financial Planner (CFP®) and is committed to providing his clients with personalized financial advice. Scott is a member of the Financial Planning Association (FPA) and the National Association of Personal Financial Advisors (NAPFA). Scott is also a member of the board of directors for a local non-profit organization. Scott is a passionate advocate for financial literacy and enjoys helping his clients achieve their financial goals. Scott also writes for several publications and is the author of a book on personal finance.
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.
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.
A percentage of the total value of assets under management is charged.
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CA
01/01/2025 - Present
Summit Wealth AND Retirement Partners (SAN RAMON CA)
CA
01/18/2019 - 06/01/2023
MUTUAL SECURITIES, INC. (Danville CA)
CA
11/24/1989 - 01/30/2019
LINCOLN FINANCIAL ADVISORS CORPORATION (SAN RAMON CA)
IN
11/24/1989 - 04/07/2006
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
BC
Issued 03/20/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/06/1992
Series 7 - General Securities Representative Examination
BC
Issued 11/21/1989
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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