Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Scott? Claim Your ProfileScott Ronald Pilchard is a financial advisor with over 30 years of experience in the industry. Scott is currently registered with Independent Financial Group, LLC. He is also registered as an investment advisor representative in Arizona and Texas. Prior to joining Independent Financial Group, LLC, Scott worked for a number of other firms including FBL Marketing Services, LLC, LPL Financial LLC, Manning & Napier Investor Services, Inc., Macken Securities, Inc. and LCM Financial Services, Inc. Scott has a strong background in financial planning, portfolio management, and pension consulting. He specializes in working with individuals, businesses, and pension and profit-sharing plans.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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AZ
09/19/2023 - Present
Independent Financial Group, LLC (SCOTTSDALE AZ)
AZ
08/16/2019 - 08/18/2022
FBL MARKETING SERVICES, LLC (Scottsdale AZ)
AZ
01/04/2017 - 09/09/2019
LPL FINANCIAL LLC (PHOENIX AZ)
AZ
01/26/2001 - 07/10/2015
MANNING & NAPIER INVESTOR SERVICES, INC. (Carefree AZ)
CA
11/09/1994 - 01/17/2001
MACKEN SECURITIES, INC. (ROSEVILLE CA)
CA
02/09/1993 - 11/02/1994
LCM FINANCIAL SERVICES, INC. (SACRAMENTO CA)
MA
03/20/1992 - 02/02/1993
MML INVESTORS SERVICES, INC. (SPRINGFIELD MA)
IA
Issued 03/19/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/19/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/03/1993
Series 7 - General Securities Representative Examination
BC
Issued 03/18/1992
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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