Scott Branson, financial advisor Austin TX

Scott Branson

CRD Number: 1985691
Current Firm: Titleist Asset Management, LLC

Scott Branson (CRD# 1985691) is an Investment Advisor Representative working at Titleist Asset Management, LLC in Austin, TX and has over 34 years of experience in the finance industry.

Similar Advisors
Adam Broughton, financial advisor Austin TX
Adam C. Broughton
CRD# 4431657
Pbl Wealth Management
Similar Advisors
Leah Coleman, financial advisor Austin TX
Leah Coleman
CRD# 5872877
Orchard Financial
Similar Advisors
Vincent Abio, financial advisor Austin TX
Vincent R. Abio
CRD# 2827672
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Company Name Location Dates Years
Titleist Asset Management, LLC Austin, TX Apr 2023 - Current < 1
Titleist Capital, LLC San Antonio, TX Jun 2021 - Current 2
Wells Fargo Clearing Services, LLC Austin, TX Nov 2016 - Mar 2021 4
Wells Fargo Advisors LLC Austin, TX Apr 2016 - Nov 2016 < 1
Bank Of America, N.a. Austin, TX Aug 2011 - Apr 2016 4
Merrill Lynch, Pierce, Fenner & Smith Incorporated Austin, TX Aug 1989 - Apr 2016 26
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Nov 1989
S65 NASAA Investment Advisors Law Examination Mar 1997
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for Scott L. Branson
Phone Number: 210-826-2424
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    960
    MILLIONS
  • Total Number of Accounts
    4,095
    ACCOUNTS
  • Average Account Value
    $234,554
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AR, AZ, CA, CO, FL, GA, IA, IL, IN, LA, MA, MO, NC, NE, NJ, NV, NY, OH, OK, SC, TX

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
BADGES

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.