Scott McCaghren (CRD# 5801543) is an Investment Advisor Representative working at Safe Harbor Fiduciary, LLC in Pensacola, FL and has over 12 years of experience in the finance industry.
CRD# 1672337
Ameriprise Financial Services, LLC
CRD# 5194535
Fsa Investment Group, LLC
CRD# 5739032
Familywealth
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Safe Harbor Fiduciary, LLC | Pensacola, FL | Aug 2020 - Current | 3 |
| Safe Harbor Tax Advisory, LLC | Pensacola, FL | Aug 2020 - Current | 3 |
| Safe Harbor Fiduciary, LLC | Pensacola, FL | Mar 2018 - Current | 6 |
| Safe Harbor Tax Advisory | Pensacola, FL | May 2016 - Current | 7 |
| Safe Harbor Fiduciary, LLC | Pensacola, FL | Jul 2015 - Current | 8 |
| Gar Wood Securities, LLC | Chicago, IL | May 2013 - Jul 2015 | 2 |
| Clearpoint Capital Management LLC | Mobile, AL | Apr 2013 - Apr 2015 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jun 2011 |
- AL
- FL
- TX
-
Total Assets Under Management113MILLIONS
-
Total Number of Accounts462ACCOUNTS
-
Average Account Value$243,613
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
AL, FL, GA, TX
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