James Scott is a CFP-designated registered investment advisor, based in Blue Bell, PA, with 20 years of industry experience. James is also registered as a broker, so some compensation may come from commissions on products sold.
Location
512 E Township Line Rd, Suite 220, Blue Bell, PA, 19422
Get directionsHistory
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 Activities
James is a part-owner of PCOS Nutrition Center LLC, a business providing counseling and product sales, and Michigan Berkshire LLC, a real estate investment company. He also serves as a financial secretary and board member for Great Valley Music Parents Association, coordinating fundraising activities, dedicating a few hours per week to each activity.
Employment History
Current Registrations
Wealth Enhancement Brokerage Services, LLCBroker
Wealth Enhancement Brokerage Services, LLC
Wealth Enhancement Advisory Services, LLC
Previous Registrations
Cetera Investment Advisers LLC
Cetera Investment Services LLCBroker
Cuso Financial Services, L.P.
Cuso Financial Services, L.P.Broker
Vanguard Advisers, INC.
Vanguard Advisers INC
Vanguard Marketing CorporationBroker
State Registrations1 state
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
More Advisors
- Joshua Pearson, CFPBlue Bell Private Wealth Management, LLC
- Aaron Dessen, CFPPayne Capital Management, LLC
- Charles Funk, CFAIeq Capital, LLC
- David Lorditch, CFPBlue Bell Private Wealth Management, LLC
- Brian Coombs, CFACoombs Wealth Advisory, LLC
- Michael Weber, CFPBlue Bell Private Wealth Management, LLC