Thrifty Scotty Financial, LLC

Thrifty Scotty Financial, LLC (CRD# 292418) is a financial advisory firm headquartered in , . They manage $3,893,907 in 7 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
http://thriftyscotty.com/
By the Numbers
  • Total Assets Under Management
    4
    MILLION
  • Total Number of Accounts
    7
    ACCOUNTS
  • Average Account Value
    $556,272
Compensation Options
  • 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
The map below shows states where this firm has explicit registration only.

TX

Financial Advisors at Thrifty Scotty Financial, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Scott Wallace, financial advisor Round Rock TX
Scott W. Wallace
CRD#: 6389750
Round Rock, TX

Scott Wallace (CRD# 6389750) is an Investment Advisor Representative working at Thrifty Scotty Financial, LLC in Round Rock, TX and has over 9 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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