Scott Capace (CRD# 2962585) is an Investment Advisor Representative working at Open Source Investments, LLC in Mandeville, LA and has over 25 years of experience in the finance industry.
CRD# 857663
Centaurus Financial, Inc.
CRD# 4473287
Eagle Strategies LLC
CRD# 1899317
Securities America Advisors, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Financial Engines Advisors LLC | Sunnyvale, CA | Nov 2016 - Jan 2017 | < 1 |
| Tmfs Advisors, LLC | Overland Park, KS | Jul 2015 - Jan 2017 | 1 |
| The Mutual Fund Store-louisiana, LLC | Overland Park, KS | Nov 2011 - Aug 2015 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Nov 1998 |
| S65 | NASAA Investment Advisors Law Examination | Sep 2004 |
- LA
- MS
-
Total Assets Under Management104MILLIONS
-
Total Number of Accounts581ACCOUNTS
-
Average Account Value$179,632
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
LA, MS, TX
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.