Scott Mcgimpsey
Scott Mcgimpsey is a registered investment advisor at Cetera Investment Advisers LLC, based in Tinton Falls, NJ, with 26 years of industry experience. Scott operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
766 Shrewsbury Ave, West Building; Suite 101B, Tinton Falls, NJ, 07724
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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 a financial professional with Guardian Life Insurance Company of America since 2006, selling life insurance, dedicating about 10-20% of his time. He is also the owner of Unified Planning Group, LLC, a financial services and fixed insurance business, spending full-time hours on this activity, and chapter president for American Financial Education Alliance (AEFA), spending minimal time teaching financial education classes.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Cetera Advisor Networks LLC
Summit Financial Group INC
Summit Brokerage Services, INC.Broker
J.P. Turner & Company, L.L.C.Broker
Grayson Financial LLCBroker
Hd Brous & CO., INC.Broker
M.S. Farrell & Company, INC.Broker
The Boston GroupBroker
Investors Associates, INC.Broker
State Registrations21 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.