Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Scott? Claim Your ProfileScott Taylor Steves is a financial advisor with Gallagher Fiduciary Advisors, LLC. Scott has been in the financial services industry since 1998 and has experience in a variety of roles including retirement plan consulting, investment consulting, and real estate. Scott is also a Certified Financial Planner and holds the Series 6 and Series 63 licenses. Scott's background and experience gives him the ability to offer personalized financial advice to clients.
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.
See schedule d misc. for explanation
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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2
TX
04/25/2022 - Present
Gallagher Fiduciary Advisors, LLC (Houston TX)
TX
03/29/2022 - 08/23/2024
TRIAD ADVISORS LLC (Houston TX)
TX
10/31/2008 - 03/31/2022
KESTRA INVESTMENT SERVICES, LLC (HOUSTON TX)
TX
12/19/2005 - 11/03/2008
ING FINANCIAL PARTNERS, INC. (HOUSTON TX)
MN
03/09/1998 - 01/17/2006
WOODBURY FINANCIAL SERVICES, INC. (OAKDALE MN)
BC
Issued 03/09/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/05/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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