Anthony Scola
Anthony Scola is a registered investment advisor at Independent Financial Group, LLC, based in Norwell, MA, with 25 years of industry experience. Their practice areas include Investment Management, Retirement Planning. Their firm serves 44,045 clients with $11B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
IFG offers investment management through various programs, including AccessPoint, Custom Asset Management, and Third Party Asset Managers. Fees are based on a percentage of the value of your account and are negotiable. Transaction charges may also apply. The maximum advisory fee is 3.00% per year. IFG and its IARs may receive additional compensation from product sponsors, which creates a conflict of interest.
Location
150 Longwater Drive, Suite 103, Norwell, MA, 02061
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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
Anthony is an insurance producer and investment advisor representative with Brayshaw Financial Group, dedicating nearly full-time hours to these roles. He is also a real estate agent, a board member for the local YMCA, and operates White Horse Wealth Management for fixed insurance business, spending about a quarter of his time on the latter.
Employment History
Current Registrations
Independent Financial Group, LLC
Independent Financial Group, LLCBroker
Previous Registrations
Osaic Wealth, INC.
Osaic Wealth, INC.Broker
Sagepoint Financial, INC.
Sagepoint Financial, INC.Broker
Advice and Planning Services
Tiaa-Cref Individual & Institutional Services, LLCBroker
Infinex Investments, INC.
Infinex Investments, INC.Broker
Mascoma Investment Services
LPL Financial LLCBroker
LPL Financial LLC
LPL Financial Corporation
LPL Financial CorporationBroker
Northeast Planning Associates, INC.
Mutual Service CorporationBroker
Usallianz Securities, INC.
Usallianz Securities, INC.Broker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Pruco Securities CorporationBroker
State Registrations5 states
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.