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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Scott? Claim Your ProfileScott Averitt is an Investment Advisor Representative at Fisher Investments and has been working in the financial industry since 2001. Scott is registered with the state of Texas and has passed the Series 7, Series 6, Series 63, Series 65, Series 31, and SIE exams. Scott has experience with Ameriprise Financial Services, LLC, Ameriprise Financial Services, Inc., Merrill Lynch, Pierce, Fenner & Smith Incorporated, Banc of America Investment Services, Inc., and Raymond James & Associates, Inc. Scott offers financial planning, portfolio management for individuals, portfolio management for businesses, portfolio management for investment companies, and portfolio management for pooled investment vehicles.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Portfolio assessment
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.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
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TX
01/13/2022 - Present
Fisher Investments (PLANO TX)
TX
07/11/2018 - 11/03/2020
AMERIPRISE FINANCIAL SERVICES, LLC (PLANO TX)
TX
01/03/2018 - 06/27/2018
AMERIPRISE FINANCIAL SERVICES, INC. (RICHARDSON TX)
TX
05/03/2006 - 03/07/2016
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (DALLAS TX)
MA
05/18/2009 - 10/23/2009
BANC OF AMERICA INVESTMENT SERVICES, INC. (BOSTON MA)
FL
07/08/2004 - 01/26/2006
RAYMOND JAMES & ASSOCIATES, INC. (ST. PETERSBURG FL)
CA
03/08/2001 - 07/01/2004
FRANKLIN/TEMPLETON DISTRIBUTORS, INC. (SAN MATEO CA)
IA
Issued 09/30/2010
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/01/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/13/2022
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/26/2009
Series 31 - Futures Managed Funds Examination
BC
Issued 05/24/2006
Series 7 - General Securities Representative Examination
BC
Issued 03/07/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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