Scott KoontzCRD Number: 3142253
Current Firm: Triumph Wealth Advisors, Inc.
Scott Koontz (CRD# 3142253) is an Investment Advisor Representative working at Triumph Wealth Advisors, Inc. in New Castle, IN and has over 19 years of experience in the finance industry.
Lpl Financial LLC
Cornerstone Advisory, LLC
Charter Advisory Corporation
|Triumph Wealth Advisors, Inc.||Woodstock, GA||Feb 2013 - Current||5|
|Taylor Capital Management||Woodstock, GA||Feb 2011 - Current||7|
|Koontz & Associates LLC||New Castle, IN||May 2005 - Current||12|
|Woodstock Financial Group||Woodstock, GA||May 2008 - Feb 2011||2|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jan 1999|
|S66||NASAA Uniform Combined State Law Examination||Jun 2008|
Total Assets Under Management6MILLIONS
Total Number of Accounts114ACCOUNTS
Average Account Value$54,397
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
AL, AZ, CA, CO, CT, FL, GA, IA, IN, KS, LA, MA, MD, ME, MO, MS, MT, NC, NE, NH, NJ, OH, PA, SC, TN, TX, VA
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