Scott Ashmore (CRD# 7818082) is an Investment Advisor Representative working at Texas Capital Bank Private Wealth Advisors in Houston, TX and has 1 year of experience in the finance industry.
CRD# 2390431
The Goff Financial Group
CRD# 2687188
Hightower Advisors, LLC
CRD# 5462249
Nxt:gen Financial Planning
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Texas Capital Bank | Houston, TX | Aug 2023 - Current | < 1 |
| Texas A&m University | College Station, TX | Aug 2019 - Aug 2023 | 4 |
| Texas Capital Bank | Houston, TX | May 2022 - Jul 2022 | < 1 |
| Dunlap Marketing | Houston, TX | May 2021 - Aug 2021 | < 1 |
| Memorial Drive Umc | Houston, TX | May 2020 - Jul 2020 | < 1 |
| Stratford High School | Houston, TX | Aug 2015 - Aug 2019 | 4 |
| Wilchester Swim Club | Houston, TX | May 2015 - Jun 2019 | 4 |
| Wright Asphalt | Houston, TX | May 2018 - Aug 2018 | < 1 |
| Memorial Middle School | Houston, TX | Aug 2013 - Aug 2015 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Sep 2023 |
- TX
-
Total Assets Under Management3,378MILLIONS
-
Total Number of Accounts1,868ACCOUNTS
-
Average Account Value$1,808,600
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
CA, CO, FL, LA, TX
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