Scott Nanney, financial advisor Cleveland GA
88 score

Scott Nanney

CRD Number: 6277194
Current Firm: Investment Professionals, Inc.

Scott Nanney (CRD# 6277194) is an Investment Advisor Representative working at Investment Professionals, Inc. in Cleveland, GA and has over 2 years of experience in the finance industry.

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Company Name Location Dates Years
Invest Financial, Inc. Blairsville, GA Feb 2014 - Aug 2015 1
United Community Bank, Inc. Blairsville, GA Jun 2004 - Aug 2015 11
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Sep 2014
Contact Info for Scott M. Nanney
Phone Number: 210-308-8800
Firm Website: http://www.invpro.com
Registered State(s):
  • GA
By the Numbers
  • Total Assets Under Management
    634
    MILLIONS
  • Total Number of Accounts
    2,677
    ACCOUNTS
  • Average Account Value
    $236,881
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Performance-based fees
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
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, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

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BADGES
88
Clean Record
This advisor has a clean track record with regulators.

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