Scott BishopCRD Number: 2687188
Current Firm: Sta Wealth Management, LLC
Compensation Model: Both
Click to edit summaryScott Bishop is the Director of Financial Planning at STA Wealth, a Houston based RIA Firm. In this role, Scott guides clients through the process of identifying and realizing their personal financial planning goals while working with them to help develop, implement and monitor strategies to help assure the long-term coordination of their overall financial, retirement, business planning.
At STA Wealth Management, you will find a firm whose financial planning process is truly different from other financial companies. We firmly believe that superior financial planning involves much more than just retirement projections, portfolio allocation, or insurance solutions.
From our viewpoint, financial planning should be customized to fully realize your unique goals and vision. We take a thorough and in-depth approach to understand your situation and objectives, analyze multiple and often complex options to identify and implement appropriate solutions. Our goal is to deliver a tailored wealth management plan that is focused on supporting and protecting your financial future.
The Goff Financial Group
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Sequent Planning, LLC
|Sta Wealth Management, LLC||Houston, TX||Apr 2014 - Current||6|
|Research Financial Strategies||Houston, TX||Jan 2013 - Apr 2014||1|
|Sound Financial Solutions LP||Houston, TX||Jul 2010 - Oct 2012||2|
|Lpl Financial||Houston, TX||Jun 2005 - Sep 2012||7|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Mar 1996|
Total Assets Under Management1,734MILLIONS
Total Number of Accounts4,015ACCOUNTS
Average Account Value$431,930
- 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)
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
AZ, CA, CO, FL, LA, NM, NY, OK, TX
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