Jeffrey ScottCRD Number: 1086020
Current Firm: Next Financial Group, Inc.
Jeffrey Scott (CRD# 1086020) is an Investment Advisor Representative working at Next Financial Group, Inc. in Wappingers Falls, NY and has over 21 years of experience in the finance industry.
Ivy Ridge Asset Management, LLC
Guide Wealth Management
Ameriprise Financial Services, Inc.
|Next Financial Group, Inc.||Wappingers Falls, NY||Mar 2006 - Current||11|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Oct 1996|
|S65||NASAA Investment Advisors Law Examination||Jun 2014|
Total Assets Under Management1,564MILLIONS
Total Number of Accounts8,116ACCOUNTS
Average Account Value$192,726
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV