Justin Scott, financial advisor Lewisville TX

Justin Scott

CRD Number: 6386471
Current Firm: Advice And Planning Services

Justin Scott (CRD# 6386471) is an Investment Advisor Representative working at Advice And Planning Services in Lewisville, TX and has over 6 years of experience in the finance industry.

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Tiaa-cref Individual & Institutional Services, LLC Keene, TX Apr 2019 - Current 5
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Ameriprise Financial Services Inc. Arlington, TX Jan 2018 - Nov 2018 < 1
Valuteachers Dallas, TX May 2017 - Nov 2017 < 1
Axa Advisors, LLC New York City, NY May 2017 - Oct 2017 < 1
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Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Feb 2018
S63 Uniform Securities State Law Examination Jun 2017
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for Justin Scott
Phone Number: 212-490-9000
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    32,677
    MILLIONS
  • Total Number of Accounts
    73,602
    ACCOUNTS
  • Average Account Value
    $443,967
Compensation Options
  • A percentage of assets under your management
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

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, VI, VT, WA, WI, WV, WY

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