Scott Shaw (CRD# 3053613) is an Investment Advisor Representative working at J. W. Cole Advisors, Inc. in Doylestown, PA and has over 19 years of experience in the finance industry.
CRD# 2267593
Brighton Financial Planning
Score
107
CRD# 2261840
Clothier Springs Capital Management, LLC
Score
106
CRD# 5955239
Academy Wealth Advisers, LLC
Score
105
| Company Name | Location | Dates | Years |
|---|---|---|---|
| J.w. Cole Financial, Inc. | Tampa, FL | Jan 2015 - Current | 3 |
| J.w. Cole Advisors, Inc. | Tampa, FL | Jan 2015 - Current | 3 |
| Park Avenue Securities LLC | Doylestown, PA | May 1999 - Jan 2015 | 15 |
| Guardian Life Insurance Company Of America | Doylestown, PA | Oct 1997 - Jan 2015 | 17 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jun 1998 |
| S65 | NASAA Investment Advisors Law Examination | Mar 2011 |
- PA
- TX
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Total Assets Under Management1,501MILLIONS
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Total Number of Accounts7,731ACCOUNTS
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Average Account Value$194,099
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Other
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, VI, VT, WA, WI, WV
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