Scott CarlCRD Number: 5416724
Current Firm: Singer Wealth Advisors Inc.
Scott Carl (CRD# 5416724) is an Investment Advisor Representative working at Singer Wealth Advisors Inc. in Boca Raton, FL and has over 10 years of experience in the finance industry. Scott Carl 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.
Northstar Financial Planners, Inc.
Fin-est Investment Advisors, LLC
|Investacorp||Miami, FL||Jun 2017 - Current||< 1|
|Singer Wealth Management||Boca Raton, FL||Jun 2017 - Current||< 1|
|Unemployed||Hollywood, FL||Apr 2017 - Jun 2017||< 1|
|Green Lane Capital Advisors, LLC||Wilmington, NC||Jul 2016 - Apr 2017||< 1|
|Unemployed||Bryn Mawr, PA||Feb 2016 - Jul 2016||< 1|
|Abacus Wealth Partners||Philadelphia, PA||Aug 2012 - Feb 2016||3|
|Ameriprise Financial||Conshohocken, PA||Aug 2008 - Aug 2012||4|
|Creative Capital Wealth Mgmt||Phoenixville, PA||Jun 2007 - Aug 2008||1|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Oct 2007|
|S65||NASAA Investment Advisors Law Examination||Sep 2012|
|S66||NASAA Uniform Combined State Law Examination||Nov 2007|
Total Assets Under Management22MILLIONS
Total Number of Accounts141ACCOUNTS
Average Account Value$153,313
- 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
- Pension consulting services
- Selection of other advisers (including private fund managers)
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