Basil Scott (CRD# 416890) is an Investment Advisor Representative working at Blue Chip Money Management, LLC in Closter, NJ and has over 37 years of experience in the finance industry. Basil Scott 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.
CRD# 1420183
Financial Life Focus, LLC
CRD# 2708116
Park Avenue Securities LLC
CRD# 5146297
Origin Investment Advisory LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Blue Chip Money Mgmt | Closter , NJ | Feb 1997 - Current | 27 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Sep 1986 |
- NJ
- VA
-
Total Assets Under Management42MILLIONS
-
Total Number of Accounts147ACCOUNTS
-
Average Account Value$282,646
- 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
NJ, VA
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