Scott Mccaskill
Scott Mccaskill is a CFP-designated registered investment advisor at Commonwealth Financial Network, based in Frederick, MD, with 24 years of industry experience. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 399,450 clients with $210B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Commonwealth Financial Network offers investment management through various programs like PPS Custom, PPS Select, and PPS Direct. Fees are generally calculated as a percentage of your portfolio, including cash and money market positions. The exact fees vary depending on the specific program and the agreement between you and your advisor.
Commonwealth generally offers two types of fee schedules: blended and breakpoint. With a blended schedule, different portions of your portfolio are charged at different rates. With a breakpoint schedule, the fee rate declines as your portfolio value reaches certain levels. All fees are negotiable between the advisor and client.
Location
220 West Patrick Street, Frederick, MD, 21701
Get directionsHistory
Regulatory History (1)
Regulatory
December 2011Other Business ActivitiesSells Insurance
Scott sells fixed insurance, owns McCaskill Properties LLC (real estate), Princess Cassandra Designs LLC (wedding invitations), McCaskill Financial Advisors LLC, and 214-216 W Patrick LLC (real estate). He spends minimal time on the insurance and real estate activities, no time on the wedding invitation business, and nearly all his time on McCaskill Financial Advisors LLC.
Employment History
Current Registrations
Commonwealth Financial NetworkBroker
Commonwealth Financial Network
Previous Registrations
Kestra Advisory Services, LLC
NFP Advisor Services, LLC
Kestra Investment Services, LLCBroker
LPL Financial LLC
Independent Financial Partners
LPL Financial LLCBroker
LPL Financial LLC
Raymond James Financial Services Advisors, INC
Voso Financial Advisers, LLC
Raymond James Financial Services
Raymond James Financial Services, INC.Broker
H. Beck, INC.Broker
American Express Financial Advisors, INC.
American Express Financial Advisors INC.Broker
Ids Life Insurance CompanyBroker
State Registrations15 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.