Scott Nabb, financial advisor Poway CA

Scott Nabb

CRD Number: 6356534
Current Firm: Blue Sky Capital Consultants Group, Inc.

Scott Nabb (CRD# 6356534) is an Investment Advisor Representative working at Blue Sky Capital Consultants Group, Inc. in Poway, CA and has over 12 years of experience in the finance industry. Scott Nabb has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

Similar Advisors
Thomas Blottenberger, financial advisor Poway CA
Thomas E. Blottenberger
CRD# 5769283
Paradigm Shift Financial, LLC
Similar Advisors
Mark Richards, financial advisor Poway CA
Mark W. Richards
CRD# 2730478
Madison Avenue Securities, LLC
Similar Advisors
Kevin Christensen, financial advisor Poway CA
Kevin D. Christensen
CRD# 5621865
Lpl Financial LLC
Professional Designations
Company Name Location Dates Years
Blue Sky Capital Consultants Group, Inc. Poway, CA Jan 2024 - Current < 1
Independent Financial Group, LLC Poway, CA Nov 2014 - Current 9
Capital Financial Consultants Group, Inc. Poway, CA Dec 2022 - Mar 2024 1
Capital Financial Consultants Group, Inc. Poway, CA Jun 2014 - Mar 2024 9
Independent Financial Group, LLC Poway, CA May 2015 - May 2023 8
Carlsbad Wealth Advisory Carlsbad, CA Apr 2011 - May 2014 3
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Aug 2011
S63 Uniform Securities State Law Examination May 2011
S66 NASAA Uniform Combined State Law Examination May 2015
Disclosure Information

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
Contact Info for Scott R. Nabb
Phone Number: 858-513-8445
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    0
    MILLIONS
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Other
Types of Clients
Registered States

AZ, CA, FL, LA, OR

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
BADGES

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.