Scott Freeman
Scott Freeman is a registered investment advisor at Devon Investment Advisory, based in Houston, TX, with 23 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.
Compensation
Firm Size
IM Fee
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
Location
1400 Post Oak Blvd, Suite 450, Houston, TX, 77056
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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 an independent insurance agent and holds various positions at several firms, including CEO & Managing Member at Devon Investment Advisory, LLC, and Managing Member & Chief Compliance Officer at Greystone Advisory Group, LLC. He also dedicates about half his time as Co-Chairman at Sage Settlement Consulting.
Employment History
Current Registrations
Shelter Wealth Strategies, LLC
Previous Registrations
Devon Investment Advisory
Cambridge Investment Research, INC.Broker
MML Investors Services, LLC
MML Investors Services, LLCBroker
State Registrations11 states
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