Argent Wealth Management, Inc.

Argent Wealth Management, Inc. (CRD# 135376) is a financial advisory firm headquartered in Round Rock, TX. They manage $67,968,157 in 51 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    68
    MILLION
  • Total Number of Accounts
    51
    ACCOUNTS
  • Average Account Value
    $1,332,709
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
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

TX

Financial Advisors at Argent Wealth Management, Inc.
Showing 1 - 2 of 2 top financial advisors.
1
Scott Jacobsmeyer
CRD#: 4954824
2251 Double Creek Drive, Suite 606, Round Rock, TX 78664
96
Wealthminder
score

Scott Jacobsmeyer (CRD# 4954824) is an Investment Advisor Representative working at Argent Wealth Management, Inc. in Round Rock, TX and has over 11 years of experience in the finance industry. Scott Jacobsmeyer 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.

2
Susan P. Lipscomb
CRD#: 4953297
2251 Double Creek Drive, Suite 606, Round Rock, TX 78664
90
Wealthminder
score

Susan Lipscomb (CRD# 4953297) is an Investment Advisor Representative working at Argent Wealth Management, Inc. in Round Rock, TX and has 1 year of experience in the finance industry. Susan Lipscomb 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.

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