Unclaimed
Scott Washburn is an investment advisor representative at Florida Financial Advisors, LLC. Scott specializes in providing financial planning, portfolio management, and pension consulting services. Scott holds the Series 65 and SIE licenses and has been in the financial services industry since May 2024. Scott is registered to provide investment advisory services in Florida and Texas.
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.
2% of net worth or assets for financial planning clients
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2
TX
05/22/2024 - Present
Florida Financial Advisors, LLC (Austin TX)
IA
Issued 04/01/2024
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/27/2024
SIE - Securities Industry Essentials Examination
Active
Inactive
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