Robert Scott (CRD# 5096383) is an Investment Advisor Representative working at Accurate Wealth Management, LLC in Wesley Chapel, FL and has over 18 years of experience in the finance industry.
CRD# 3229164
Commonwealth Financial Network
CRD# 5969810
Cambridge Investment Research Advisors, Inc.
CRD# 843581
Financial Guidance Group, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Accurate Wealth Management, LLC | Franklin, TN | Aug 2019 - Current | 4 |
| Robert Scott Wealth Solutions | Franklin, TN | Jan 2000 - Current | 24 |
| Robert Scott Wealth Solutions | Franklin, TN | Aug 1990 - Current | 33 |
| Truadvice, LLC | Sarasota, FL | May 2018 - Aug 2019 | 1 |
| Global Financial Private Capital | Sarasota, FL | Jan 2011 - May 2018 | 7 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Mar 2006 |
| S63 | Uniform Securities State Law Examination | Oct 2021 |
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- FL
- TN
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Total Assets Under Management780MILLIONS
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Total Number of Accounts3,855ACCOUNTS
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Average Account Value$202,461
- A percentage of assets under your management
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