Scott Southerland
Scott Southerland is a CFP-designated registered investment advisor at Raymond James Financial Services Advisors, INC, based in Winston Salem, NC, with 21 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
100 N Cherry St, Ste 300, Winston Salem, NC, 27101
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Scott is involved in several outside business activities, including personal investments, playing in a band, and serving on the board of his church. He also works as an associate/employee at Pinnacle Asset Management and Pinnacle Financial Partners/Pinnacle Bank, dedicating about half his time to each.
Employment History
Current Registrations
Raymond James Financial Services, INC.Broker
Raymond James Financial Services Advisors, INC
Previous Registrations
Bb&t Securities, LLCBroker
Bb&t Securities, LLC
Bb&t Investment Services, INC.
Bb&t Investment Services, INC.Broker
Park Avenue Securities LLCBroker
State Registrations8 states
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