J Savage (CRD# 2529714) is an Investment Advisor Representative working at The Private Client Advisory Group, LLC in Palmetto, FL and has over 29 years of experience in the finance industry.
CRD# 6120456
Sage Wealth Consulting, LLC
CRD# 1493667
Spire Wealth Management, LLC
CRD# 4691463
Raymond James & Associates, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| The Private Client Advisory Group, LLC | Palmetto, FL | Mar 2021 - Current | 3 |
| Lpl Financial, LLC | Palmetto, FL | Feb 2018 - Current | 6 |
| J. Scott Savage, Sole Proprietor | Palmetto, FL | May 1992 - Current | 32 |
| All American Dream Wealth Management LLC | Toms River, NJ | Jul 2007 - Mar 2021 | 13 |
| Lpl Financial LLC | Tampa, FL | Feb 2018 - Feb 2021 | 3 |
| Invest Financial Corporation | Tampa, FL | May 2005 - Feb 2018 | 12 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Oct 1994 |
| S65 | NASAA Investment Advisors Law Examination | Jul 1998 |
| S66 | NASAA Uniform Combined State Law Examination | Sep 2018 |
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- FL
- NJ
- NY
- PA
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Total Assets Under Management53MILLIONS
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Total Number of Accounts198ACCOUNTS
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Average Account Value$269,677
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
FL, MD, NJ, NY, PA, VA
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