Scott Saffer, financial advisor Winston Salem NC
93 score

Scott Saffer

CRD Number: 4516142
Current Firm: Lincoln Financial Securities Corporation

Scott Saffer (CRD# 4516142) is an Investment Advisor Representative working at Lincoln Financial Securities Corporation in Winston Salem, NC and has over 15 years of experience in the finance industry.

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Company Name Location Dates Years
Lincoln Financial Securities Corporation Winston Salem, NC May 2017 - Current < 1
Capital Investment Advisory Services, LLC Raleigh, NC Jan 2013 - May 2017 4
Capital Investment Group, Inc. Raleigh, NC Jan 2005 - May 2017 12
Cic Advisers, LLC Winston-salem, NC Oct 2005 - Dec 2012 7
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Dec 2002
S65 NASAA Investment Advisors Law Examination Sep 2005
Contact Info for Scott E. Saffer
Phone Number: 800-258-3648
Registered State(s):
  • NC
  • TX
By the Numbers
  • Total Assets Under Management
    2,112
    MILLIONS
  • Total Number of Accounts
    10,823
    ACCOUNTS
  • Average Account Value
    $195,168
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

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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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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