Scott Papes, financial advisor Trinity FL

Scott Papes

CRD Number: 1922023
Current Firm: Securities America Advisors, Inc.

Scott Papes (CRD# 1922023) is an Investment Advisor Representative working at Securities America Advisors, Inc. in Trinity, FL and has over 35 years of experience in the finance industry.

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Company Name Location Dates Years
Securities America, Inc. Trinity, FL Jul 2020 - Current 3
Securities America Advisors, Inc. Trinity, FL Jul 2020 - Current 3
Investacorp Advisory Services, Inc. Miami Lakes, FL Jul 2001 - Jul 2020 19
Investacorp, Inc. Miami Lakes, FL Jun 2001 - Jul 2020 19
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Mar 1989
S65 NASAA Investment Advisors Law Examination Mar 2000
Contact Info for Scott A. Papes
Phone Number: 402-399-9111
Registered State(s):
  • FL
  • TX
By the Numbers
  • Total Assets Under Management
    38,164
    MILLIONS
  • Total Number of Accounts
    200,228
    ACCOUNTS
  • Average Account Value
    $190,602
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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