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Scott Kauffman

2 Years of Experience
Asheboro, NC
May Earn Commission

Scott Kauffman is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Asheboro, NC, with 2 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
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
6484 advisors
IM Fee
Planning only
Assets Under Management
$390.0B

Fee Structure

Hourly Rate:Up to $400/hr
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Location

928 Sunset Ave, Asheboro, NC, 27203

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

Scott works as an independent contractor for Advisors Financial Center, dedicating about half his time to branch activities. He also serves as power of attorney for two trusts, is an officer for KHF Holdings, LLC, and works as a real estate agent, each taking minimal time.

Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
May 2023 - Present · 3 yrs 2 mos
State Registrations1 state
NC
Advisor

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Exams
No exam information available for this advisor.