Stephen Scott, financial advisor Brandon FL
90 score

Stephen Scott

CRD Number: 5990775
Current Firm: Abacus Planning Group Inc.

Stephen Scott (CRD# 5990775) is an Investment Advisor Representative working at Abacus Planning Group Inc. in Brandon, FL and has 1 year of experience in the finance industry. Stephen Scott 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.

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Professional Designations
Company Name Location Dates Years
Abacus Planning Group Inc. Columbia, SC Jul 2011 - Current 6
Stearns Financial Services Group Greensboro, NC Jul 2004 - Jun 2011 6

Stephen Scott has no recent exams reported.
Contact Info for Stephen J. Scott
Phone Number: 803-933-0054
Registered State(s):
  • FL
  • NC
By the Numbers
  • Total Assets Under Management
    882
    MILLIONS
  • Total Number of Accounts
    2,361
    ACCOUNTS
  • Average Account Value
    $373,757
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
Types of Clients
Registered States

CA, FL, NC, OK, SC, TX

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BADGES
90
Clean Record
This advisor has a clean track record with regulators.

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