James Scott, financial advisor Plano TX

James Scott

CRD Number: 2221856
Current Firm: Milestone Wealth Strategies

James Scott (CRD# 2221856) is an Investment Advisor Representative working at Milestone Wealth Strategies in Plano, TX and has over 31 years of experience in the finance industry.

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Company Name Location Dates Years
Milestone Wealth Strategies Plano, TX Jan 2011 - Current 13
James F. Scott Investment Services Plano, TX Aug 2009 - Current 14
Oil & Gas Minerals Roger Mills County, OK Jan 1980 - Current 44
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jun 1992
S65 NASAA Investment Advisors Law Examination Jan 1993
Contact Info for James F. Scott
Phone Number: 972-378-5577
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    8
    MILLIONS
  • Total Number of Accounts
    46
    ACCOUNTS
  • Average Account Value
    $171,739
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

OK, TX

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