Scott O'brienCRD Number: 1236835
Current Firm: Worthpointe
Scott O'brien (CRD# 1236835) is an Investment Advisor Representative working at Worthpointe in Austin, TX and has over 9 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.
C.m.bidwell & Associates Ltd
Wall Street Financial Group, Inc.
Afam Capital, Inc.
|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|
Total Assets Under Management363MILLIONS
Total Number of Accounts1,299ACCOUNTS
Average Account Value$279,677
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
CA, FL, GA, IA, IL, NC, NJ, NY, OK, PA, TX, WA
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