Scot Smith (CRD# 5897388) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Lubbock, TX and has over 11 years of experience in the finance industry.
CRD# 5631324
Astoria Strategic Wealth, Inc.
CRD# 3037337
State Farm Investment Management Corp.
CRD# 3181090
Lpl Financial LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Osaic Wealth, Inc. | Lubbock, TX | Sep 2023 - Current | < 1 |
| Valucare Insurance Services | Lubbock, TX | Jul 2012 - Current | 11 |
| Sagepoint Financial | Lubbock, TX | Mar 2012 - Current | 12 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Jun 2012 |
- TX
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Total Assets Under Management94,558MILLIONS
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Total Number of Accounts437,201ACCOUNTS
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Average Account Value$216,280
- 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
- Pension consulting services
- 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, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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