Unclaimed
Scott Willis is a registered investment advisor representative with Knights Of Columbus Asset Advisors LLC. Scott has been in the financial industry since July 1999. Scott is licensed in Arkansas and Louisiana. Scott's firm provides investment advisory services to individuals, investment companies, pooled investment vehicles, and businesses. Scott holds a Series 65 license.
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.
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.
Strategic management for diversified investment portfolios.
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.
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LA
05/10/2022 - Present
Knights OF Columbus Asset Advisors LLC (LAKE CHARLES LA)
IA
Issued 05/10/2022
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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