HS
HS

Heath Scott

26 Years of Experience
Murray, KY
Broker

Heath Scott is a registered investment advisor at Robert W. Baird & CO. Incorporated, based in Murray, KY, with 26 years of industry experience. Their practice areas include Investment Management. Their firm serves 228,442 clients with $340B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
2566 advisors
Number of Clients
228,442 clients
Average Client Portfolio
$1.5M average
Assets Under Management
$342.1B

Fee Structure

Baird offers several investment management programs, each with its own fee structure. Because the fees vary significantly depending on the program chosen, it is not possible to provide a single, concise fee summary. Clients should consult the full brochure or their financial advisor for details on specific programs.

Loading...

Location

1710 St Rte 121 N, Suite G, Murray, KY, 42071

Get directions

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.

Learn about disclosures →
Employment History
Current Registrations
Robert W. Baird & CO. IncorporatedBroker
October 2019 - Present · 6 yrs 9 mos
Robert W. Baird & CO. Incorporated
October 2019 - Present · 6 yrs 9 mos
Previous Registrations
Raymond James & Associates, INC.Broker
July 2017 - July 2017 · 0 mos
Raymond James & Associates, INC.
July 2017 - July 2017 · 0 mos
J.J.B. Hilliard, W.L. Lyons, LLC
May 2006 - October 2019 · 13 yrs 5 mos
J.J.B. Hilliard, W.L. Lyons, LLCBroker
May 2006 - October 2019 · 13 yrs 5 mos
Bb&t Investment Services, INC.
February 2005 - April 2006 · 1 yr 2 mos
Bb&t Investment Services, INC.Broker
July 2002 - April 2006 · 3 yrs 9 mos
Edward JonesBroker
October 1999 - July 2002 · 2 yrs 9 mos
State Registrations35 states
ALARAZCACOCTFLGAHIIAIDILINKSKYLAMAMIMOMSNCNENJNYOHOKPAPRSCTNTXVAVTWAWI
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.
Heath Scott - Financial Advisor | TrueAdvisor