Scott AdamsCRD Number: 2279746
Current Firm: Copper Financial
Scott Adams (CRD# 2279746) is an Investment Advisor Representative working at Copper Financial in Leawood, KS and has over 29 years of experience in the finance industry. Scott Adams 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.
Financial Partners Group, Inc.
Mariner Wealth Advisors
|Copper Financial Network LLC||Lenexa, KS||May 2014 - Current||9|
|Communityamerica Credit Union||Kansas City, MO||Feb 2013 - Dec 2014||1|
|Cuso Financial Services, LP||San Diego, CA||Feb 2013 - May 2014||1|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jul 1994|
|S66||NASAA Uniform Combined State Law Examination||Mar 2001|
Total Assets Under Management276MILLIONS
Total Number of Accounts2,406ACCOUNTS
Average Account Value$114,619
- 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
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AR, AZ, CA, CO, FL, GA, IA, IL, KS, LA, MA, MD, MN, MO, NC, NE, NJ, NY, OH, OK, SC, TN, TX, VA
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