Scott Kessler (CRD# 1851719) is an Investment Advisor Representative working at Securities America Advisors, Inc. in Statham, GA and has over 26 years of experience in the finance industry. Scott Kessler 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.
CRD# 3012105
Lpl Financial LLC
CRD# 6794724
Arch Financial Planning, LLC
CRD# 3147258
Avantax Advisory Services
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Securities America, Inc. | Statham, GA | Sep 2020 - Current | 3 |
| Securities America Advisors, Inc. | Statham, GA | Sep 2020 - Current | 3 |
| Securities Service Network | Statham, GA | Oct 2019 - Sep 2020 | < 1 |
| Ssn Advisory Inc. | Statham, GA | Oct 2019 - Sep 2020 | < 1 |
| Lpl Financial Llc (fka Linsco/private Ledger Corp) | Suwanee, GA | Nov 2004 - Oct 2019 | 14 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Dec 1997 |
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.
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Total Assets Under Management40,420MILLIONS
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Total Number of Accounts211,150ACCOUNTS
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Average Account Value$191,430
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