Scott Bishop, financial advisor Houston TX

Scott Bishop

CRD 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.

CONTACT
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Professional Designations
Company Name Location Dates Years
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
Contact Info for Scott A. Bishop
Phone Number: 281-822-8800
Registered State(s):
  • LA
  • TX
  • FL
By the Numbers
  • Total Assets Under Management
    1,734
    MILLIONS
  • Total Number of Accounts
    4,015
    ACCOUNTS
  • Average Account Value
    $431,930
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • 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
  • Other
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AZ, CA, CO, FL, LA, NM, NY, OK, TX

Firm Disclaimer:

Disclaimer: The information contained in this e-mail message is intended only for the personal and confidential use of the recipient(s) named above. If the reader of this message is not the intended recipient or an agent responsible for delivering it to the intended recipient, you are hereby notified that you have received this document in error and that any review, dissemination, distribution, or copying of this message is strictly prohibited. If you have received this communication in error, please notify us immediately by e-mail, and delete the original message.

 

Please remember to contact STA Wealth Management, in writing, if there are any changes in your personal/financial situation or investment objectives for the purpose of reviewing/evaluating/revising our previous recommendations and/or services, or if you want to impose, add, to modify any reasonable restrictions to our investment advisory services, or if you wish to direct that STA Wealth Management effect any specific transactions for your account. Please be advised that there can be no assurance that any email request will be reviewed and/or acted upon on the day it is received-please be guided accordingly. A copy of our current written disclosure statement discussing our advisory services and fees continues to remain available for your review upon request.

 

IRS CIRCULAR 230 NOTICE: To the extent that this message or any attachment concerns tax matters, it is not intended to be used and cannot be used by a taxpayer for the purpose of avoiding penalties that may be imposed by law.

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