Scott
Mcintyre
Planned Solutions, Inc
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About this Advisor
Scott Mcintyre is a certified financial planner based in Folsom, California who has 12 years of relevant experience. Mcintyre works at Planned Solutions, Inc. During their career, the advisor has held roles at Securities Service Network and Planned Solutions, Inc. Mcintyre has Series 65 and Series 66 licenses, designating them as both a securities agent and an investment advisor representative, and is approved to operate in California, New Mexico, Oregon, Texas and Washington. Planned Solutions, Inc is a financial advisory company based out of Folsom, CA. It oversees $399 million in assets across its 1,902 accounts, placing it among the larger investment advisory firms in the nation by assets under management. Of its 1,902 customer accounts, 19% are held by high-net-worth clients who have more than $1 million in investable assets. Planned Solutions, Inc performs a few services, such as financial planning services and portfolio management for individuals and small businesses. Fees for financial management usually depend on which service is provided. However, fees billed by Planned Solutions, Inc likely include asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Planned Solutions, Inc Brokerage Details
$398,484,903
10
1,902
$209,508
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
Scott Mcintyre Work History
Scott has been registered as a financial advisor for 12 years.*
Planned Solutions, Inc
Securities Service Network
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Scott Mcintyre to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Planned Solutions, Inc
Folsom, CA
Folsom, CA
Folsom, CA
Folsom, CA
Folsom, CA
Folsom, CA
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
