SB
CFP
SB
CFP

Scott Bechely

21 Years of Experience
Woodstock, GA
BrokerSells Insurance

Scott Bechely is a CFP-designated registered investment advisor, based in Woodstock, GA, with 21 years of industry experience.

Location

230 Creekstone Ridge Rd, Woodstock, GA, 30188

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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 ActivitiesSells Insurance

Scott is involved with Horizon Planning Group, Inc. as an insurance business, dedicating about half their time. He is also an Investment Advisor Representative (IAR) with IFP DBA Horizon Planning Group, Inc., spending nearly full-time hours on this activity.

Employment History
Current Registrations
Ifp Securities, LLCBroker
May 2019 - Present · 7 yrs 4 mos
Independent Financial Partners
August 2016 - Present · 10 yrs 1 mo
Previous Registrations
LPL Financial LLC
August 2011 - December 2016 · 5 yrs 4 mos
LPL Financial LLCBroker
August 2011 - May 2019 · 7 yrs 9 mos
Securities America, INC.Broker
August 2007 - August 2011 · 4 yrs
The Leaders Group, INC.Broker
June 2007 - July 2007 · 1 mo
Tower Square Securities, INC.Broker
June 2004 - June 2007 · 3 yrs
State Registrations7 states
CAFLGAILKYNCOH
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 Bechely - Financial Advisor | TrueAdvisor