SL
SL

Scott Lyssy

20 Years of Experience
Floresville, TX
Broker

Scott Lyssy is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Floresville, TX, with 20 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
6484 advisors
IM Fee
Planning only
Assets Under Management
$390.0B

Fee Structure

Hourly Rate:Up to $400/hr
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Location

1020 C Street, Floresville, TX, 78114

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History

Regulatory History
Clean regulatory record

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.

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Other Business Activities

Scott is the owner of SL Operations LLC, which manages "The Lyssy Group", his RJFS practice, handling tasks such as paying bills, processing payroll, and tax reporting. He dedicates minimal time to both SL Operations LLC and The Lyssy Group.

Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
January 2016 - Present · 10 yrs 4 mos
Raymond James Financial Services, INC.Broker
December 2015 - Present · 10 yrs 5 mos
Previous Registrations
Edward Jones
May 2010 - December 2015 · 5 yrs 7 mos
Edward JonesBroker
October 2005 - December 2015 · 10 yrs 2 mos
State Registrations18 states
ARAZCACOHIIAILMIMOMTNENVORTXVAVTWAWI
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.
Scott Lyssy - Financial Advisor | TrueAdvisor