Stephen ScottCRD Number: 5990775
Current Firm: Abacus Planning Group Inc.
Stephen Scott (CRD# 5990775) is an Investment Advisor Representative working at Abacus Planning Group Inc. in Greensboro, NC and has 1 year of experience in the finance industry. Stephen 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.
Master Plan Wealth Management, LLC
Hamilton Point Investment Advisors, LLC
Ameriprise Financial Services, Inc.
|Abacus Planning Group Inc.||Columbia, SC||Jul 2011 - Current||6|
|Stearns Financial Services Group||Greensboro, NC||Jul 2004 - Jun 2011||6|
Total Assets Under Management807MILLIONS
Total Number of Accounts2,185ACCOUNTS
Average Account Value$369,188
- 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 pooled investment vehicles (other than investment companies)
CA, NC, OK, SC, TX