Scott Volkers is a registered investment advisor at The Investment Lab, LLC, based in Winterville, NC, with 14 years of industry experience. Scott operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.75% |
Services are currently provided free of advisory fees for affiliate accounts. The firm reserves the right to charge 1.75% per year upon 20 days prior written notice.
Fee Estimator
Location
Winterville, NC
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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
Scott works as a technology programming support technician with Indeed, focusing on product, system, and integration support. This role takes nearly full-time hours, with a few hours per week occurring during securities trading hours.
Employment History
Current Registrations
The Investment Lab, LLC
Previous Registrations
Cambridge Investment Research Advisors, INC.
Cambridge Investment Research, INC.Broker
Transamerica Financial Advisors, INC.
Transamerica Financial Advisors, INCBroker
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
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