SE
CFP · ChFC
SE
CFP · ChFC

Scott Edwards

29 Years of Experience
Nashville, TN
1 DisclosureBrokerSells Insurance

Scott Edwards is a CFP, ChFC-designated registered investment advisor at Ameriprise Financial Services, LLC, based in Nashville, TN, with 29 years of industry experience. Scott operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 1,330,280 clients with $560B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
12781 advisors
Number of Clients
1,330,280 clients
Average Client Portfolio
$424K average
Assets Under Management
$564.6B

Fee Structure

Minimum Investment:$2K

Ameriprise Financial Services offers several managed account programs. The fees vary depending on the program selected. These fees include an asset-based fee, which covers investment advisory services and investment management fees. Some accounts may also have an Investments and Infrastructure Support Fee. Clients also pay investment costs, which are the underlying fees related to investment products purchased within the managed account. Additional fees and expenses may be incurred based on the nature of the investments.

Loading...

Location

Nashville, TN

Get directions

History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
May 2017
Award / Judgment
Other Business ActivitiesSells Insurance

Scott is an independent insurance broker with Guardian Life Insurance and The Hartford, specializing in disability income since 2013 and 2017, respectively. He also has outside employment with Scott Allen Edwards Inc. and business ownership, each taking about a third of his time.

Employment History
Current Registrations
Ameriprise Financial Services, LLC
September 2003 - Present · 22 yrs 8 mos
Ameriprise Financial Services, LLC
December 1996 - Present · 29 yrs 5 mos
Ameriprise Financial Services, LLCBroker
December 1996 - Present · 29 yrs 5 mos
Previous Registrations
Ids Life Insurance CompanyBroker
December 1996 - July 2006 · 9 yrs 7 mos
State Registrations44 states
AKALARAZCACODCDEFLGAIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNENHNJNMNVNYOHOKORPARISCSDTNTXUTVAWA
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.