Scott Danek is a CFP-designated registered investment advisor, based in New Orleans, LA, with 33 years of industry experience.
Location
858 Camp Street, New Orleans, LA, 70130
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Scott is an Investment Advisory Representative at CWM, LLC DBA Carson Group Partners and the owner of Equanimity Wealth Management, Inc., dedicating about a quarter of his time to each. He also sells fixed insurance products, including life, disability, annuities, and long-term care.
Employment History
Current Registrations
Newedge Securities, LLCBroker
Newedge Advisors
Previous Registrations
Cetera Investment Advisers LLC
LPL Financial LLC
Cetera Wealth Services, LLCBroker
Cetera Advisor Networks LLC
Cwm, LLC
LPL Financial LLC
LPL Financial LLCBroker
Ws Griffith Securities, INC.Broker
State Registrations8 states
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