RS
ChFC
RS
ChFC
Robert Scott
15 Years of Experience
Wesley Chapel, FL
1 DisclosureBrokerSells Insurance
Robert Scott is a ChFC-designated registered investment advisor, based in Wesley Chapel, FL, with 15 years of industry experience.
Location
2211 Ashley Oaks Circle, Wesley Chapel, FL, 33544
Get directionsHistory
Regulatory History (1)
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Regulatory
November 2010Final
Other Business ActivitiesSells Insurance
Robert owns Robert Scott and Associates Insurance Sales and spends a few hours per week on it. He also occasionally sells his paintings, dedicating a few hours per week, and works as an Investment Advisor Representative for Accurate Wealth Management, spending minimal time on it.
Employment History
Current Registrations
Aag Capital, INC
May 2021 - Present · 5 yrs
Aag Capital, INCBroker
May 2021 - Present · 5 yrs
Accurate Wealth Management, LLC
August 2019 - Present · 6 yrs 9 mos
Previous Registrations
Truadvice LLC
May 2018 - February 2020 · 1 yr 9 mos
Global Financial Private Capital, LLC
January 2011 - May 2018 · 7 yrs 4 mos
Kalos Management
March 2006 - April 2006 · 1 mo
State Registrations17 states
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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.