Scott Syphers (CRD# 3073399) is an Investment Advisor Representative working at Broad Reach Capital LLC in Durham, NC and has over 20 years of experience in the finance industry.
CRD# 2651246
Ae Wealth Management, LLC
CRD# 1158688
Townsend Asset Management Corp.
CRD# 1587979
Raymond James & Associates, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Broad Reach Risk Management | Durham, NC | Jan 2020 - Current | 4 |
| Broad Reach Reinsurance Company, Inc. | Durham, NC | Nov 2017 - Current | 6 |
| Wealth Preservation Group, LLC | Durham, NC | Sep 2007 - Current | 16 |
| Quantum Captial, LLC | Durham, NC | Sep 2007 - Current | 16 |
| New Era Financial Planners Inc. | Durham, NC | Aug 1999 - Current | 24 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | May 2003 |
| S66 | NASAA Uniform Combined State Law Examination | Jun 2005 |
- GA
- MA
- NC
-
Total Assets Under Management100MILLIONS
-
Total Number of Accounts27ACCOUNTS
-
Average Account Value$3,721,278
- 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
- Portfolio management for businesses (other than small businesses) or institutional clients
GA, MA, NC
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