James Scott is a registered investment advisor at Milestone Wealth Strategies, based in Plano, TX, with 29 years of industry experience. James operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 41 clients with $8M in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
Location
6860 N. Dallas Parkway, Suite 200, Plano, TX, 75024
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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James owns oil and gas mineral rights in Oklahoma and Michigan, spending minimal time on this activity. He is also the owner of Milestone Wealth Strategies and CEO/President of James F. Scott Investment Services, dedicating a significant amount of time to these ventures.
Employment History
Current Registrations
Milestone Wealth Strategies
Previous Registrations
Raymond James Financial Services Advisors, INC
Raymond James & Associates, INC.
UBS Financial Services INC.
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.