William Scott, financial advisor Brentwood TN
56 score

William Scott

CRD Number: 5920445
Current Firm: Brookstone Capital Management LLC

William Scott (CRD# 5920445) is an Investment Advisor Representative working at Brookstone Capital Management LLC in Brentwood, TN and has over 7 years of experience in the finance industry.

Similar Advisors
Ann Dotson, financial advisor Brentwood TN
Ann R. Dotson
CRD# 1823608
Retirement Resources Management, LLC
Score
101
Similar Advisors
Stephen Martin, financial advisor Brentwood TN
Stephen W. Martin
CRD# 2955244
Fifth Third Securities, Inc.
Score
81
Similar Advisors
George Quinn, financial advisor Brentwood TN
George A. Quinn
CRD# 5700466
Quinn Stauffer Financial, LLC
Score
101
Company Name Location Dates Years
Keystone Financial Brentwood, TN Jan 2010 - Current 8
Masterpiece Contsruction Murfreesboro, TN Feb 2008 - Current 10
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Mar 2011
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, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Financial Issue
  • Employer Dispute
Get Details on the FINRA Advisor Check site
Contact Info for William J. Scott
Phone Number: 630-653-1400
Registered State(s):
  • TN
By the Numbers
  • Total Assets Under Management
    1,687
    MILLIONS
  • Total Number of Accounts
    24,000
    ACCOUNTS
  • Average Account Value
    $70,292
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
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
BADGES
56

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 of 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.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

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.