Scott Phillips (CRD# 1156373) is an Investment Advisor Representative working at Service Academy Capital Management LLC in Dallas, TX and has over 43 years of experience in the finance industry.
CRD# 5009276
Hedgefield Wealth Management
CRD# 2234163
Cravens Brothers Private Wealth Management LLC
CRD# 2492919
Patton Wealth Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Service Academy Capital Management, LLC | Dallas, TX | Nov 2018 - Current | 5 |
| First Dallas Securities Inc. | Dallas, TX | Nov 2005 - Current | 18 |
| Unemployed | Dallas, TX | Nov 2015 - Oct 2018 | 2 |
| Peak Acceptance | Dallas, TX | Mar 2010 - Nov 2015 | 5 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Feb 1981 |
| S65 | NASAA Investment Advisors Law Examination | Sep 2018 |
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, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- TX
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Total Assets Under Management537MILLIONS
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Total Number of Accounts208ACCOUNTS
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Average Account Value$2,583,285
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Portfolio management for individuals and/or small businesses
CA, FL, IL, NM, NY, TX
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