Brady Scott (CRD# 4750687) is an Investment Advisor Representative working at Planmember Securities Corporation in Horseshoe Bay, TX and has over 20 years of experience in the finance industry.
CRD# 4485600
Synergy Capital Advisors, LLC
CRD# 4495175
Dominion Portfolio Management, Inc.
CRD# 4208257
Cetera Investment Advisers LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Us Retirement Partners, Inc. Dba Us Employee Benefits Services | New Braunfels, TX | Aug 2013 - Current | 10 |
| Us Retirement Partners, Inc. | New Braunfels, TX | Aug 2013 - Current | 10 |
| Brady D. Scott; | New Braunfels, TX | Aug 2013 - Current | 10 |
| Planmember Securities Corporation | Carpinteria, CA | Jun 2007 - Current | 16 |
| Riata Financial | New Branufels, TX | Jun 2002 - Current | 21 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Feb 2004 |
| S65 | NASAA Investment Advisors Law Examination | Mar 2005 |
- TX
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Total Assets Under Management8,276MILLIONS
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Total Number of Accounts69,347ACCOUNTS
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Average Account Value$119,336
- 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
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- 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, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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