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James Robert Scott

24 Years of Experience
1 DisclosureBrokerSells Insurance
Areas of Practice
Investment ManagementRetirement PlanningBusiness Owners
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
41 advisors
Number of Clients
978 clients
Average Client Portfolio
$326K average
Assets Under Management
$319.2M

Fee Structure

Minimum Investment:$25K
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Location

History

Regulatory History (1)
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Customer Dispute
December 2008
Closed-No Action
Other Business ActivitiesSells Insurance

James is the 100% owner of Scott Agency, LLC, which sells all lines of insurance policies including life, health, property, and casualty. He also provides outsourcing accounting, payroll, and tax preparation services, dedicating about 10-20% of his time to this business.

Employment History
Current Registrations
Alden Investment Group
May 2024 - Present · 1 yr 9 mos
J. Alden Associates, INC.
May 2024 - Present · 1 yr 9 mos
J. Alden Associates, INC.Broker
May 2024 - Present · 1 yr 9 mos
Previous Registrations
Trust Advisory Group LTD
June 2016 - May 2024 · 7 yrs 11 mos
Ages Financial Services, LTD.Broker
January 2014 - May 2024 · 10 yrs 4 mos
Hbw Securities LLCBroker
August 2007 - December 2013 · 6 yrs 4 mos
PFS Investments INC.Broker
July 1999 - January 2006 · 6 yrs 6 mos
State Registrations9 states
CTFLMAMENHOHRITXWA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.