Scott Gomsak is a registered investment advisor, based in Vero Beach, FL, with 30 years of industry experience.
Location
Vero Beach, FL
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Scott provides wealth management and financial planning services through Coastline Wealth Management and Kestra Advisory Services, spending nearly all of his time on these activities. He is also the sole owner of Evergreen Financial Planning Group LLC, used strictly for tax reporting purposes.
Employment History
Current Registrations
Kestra Investment Services, LLC
Kestra Advisory Services, LLC
Kestra Investment Services, LLCBroker
Previous Registrations
Osaic Fa, INC.
Osaic Fa, INC.Broker
Planning Solutions Group, LLC
Triad Advisors LLCBroker
LPL Financial LLC
LPL Financial LLCBroker
Uvest Financial Services Group, INC.
Uvest Financial Services Group, INC.Broker
Essex National Securities, INC.Broker
State Registrations25 states
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