Milestone Wealth Strategies

Milestone Wealth Strategies (CRD# 162625) is a financial advisory firm headquartered in Plano, TX. They manage $8,000,000 in 41 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
6860 N. Dallas Parkway, Suite 200, Plano, TX 75024
http://www.milestonews.com
By the Numbers
  • Total Assets Under Management
    8
    MILLION
  • Total Number of Accounts
    41
    ACCOUNTS
  • Average Account Value
    $195,122
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

OK, TX

Financial Advisors at Milestone Wealth Strategies
Showing 1 - 1 of 1 top financial advisors.
1
James Scott, financial advisor Plano TX
James F. Scott
CRD#: 2221856
6860 N. Dallas Parkway, Suite 200, Plano, TX 75024

James Scott (CRD# 2221856) is an Investment Advisor Representative working at Milestone Wealth Strategies in Plano, TX and has over 31 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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