Scott O'brien, financial advisor Austin TX
96 score

Scott O'brien

CRD Number: 1236835
Current Firm: Worthpointe

Scott O'brien (CRD# 1236835) is an Investment Advisor Representative working at Worthpointe in Austin, TX and has over 8 years of experience in the finance industry. Scott O'brien has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Worthpointe, Llcc Austin, TX Sep 2013 - Current 3
Trovena, LLC San Diego, CA Jun 2012 - Current 4
Trovena Investment Advisors San Diego, CA Jun 2012 - Sep 2013 1
Creative Planning, Inc. Overland Park, KS Jan 2009 - May 2012 3
Wealth Management Consultants LLC Overland Park, KS Aug 2009 - Jun 2010 < 1
The College Planning Company Gladstone, MO Aug 2008 - Jan 2009 < 1
The Financial Education Company Gladstone, MO Jul 2008 - Jan 2009 < 1
Merit Retirement Advantage Alpharetta, GA Apr 2008 - Jan 2009 < 1
Berthel Fisher & Company Financial Services, Inc. Gladstone, MO Dec 2007 - Jan 2009 1
Reo-pro Realty Prairie Village, KS Jan 1998 - Jan 2009 11
Azodi Cpa & Investments, Pc Gladstone, MO Jan 2008 - Dec 2008 < 1
Unemployed Prairie Village, KS Oct 2007 - Dec 2007 < 1
Great Choice Frieght Solutions Overland Park, KS Sep 2006 - Jun 2007 < 1
Wellspring Chiropractic Clinic Kansas City, MO Sep 1999 - Sep 2006 7
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jan 2008
Contact Info for Scott W. O'brien
Phone Number: 800-620-4232
Firm Website: http://www.wpwm.com
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    363
    MILLIONS
  • Total Number of Accounts
    1,299
    ACCOUNTS
  • Average Account Value
    $279,677
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

CA, FL, GA, IA, IL, NC, NJ, NY, OK, PA, TX, WA

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BADGES
96
Clean Record
This advisor has a clean track record with regulators.

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