James
Scott
Alden Investment Group
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About this Advisor
James Scott is a financial advisor based in Ocala, Florida, working with Alden Investment Group. James has previously held positions at Ages Financial Services, LTD, Alden Investment Advisors LLC, Health & Wealth Inc, Scott Agency, LLC, Trust Advisory Group, LTD, and J. Alden Associates, Inc. James has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Florida, Massachusetts, New Hampshire, Rhode Island, and Washington. Currently, James is part of Alden Investment Group, which operates out of Ocala, Florida. The firm has 32 employees and manages assets totaling $290.9 million. The firm serves a variety of clients, including high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and other services. The fee structure at Alden Investment Group includes asset-based and fixed fees.
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Office Location
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Alden Investment Group Brokerage Details
$290,949,395
32
953
$305,298
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Other
James Scott Work History
Alden Investment Advisors LLC
J. Alden Associates, Inc
Scott Agency, LLC
Health & Wealth Inc
Trust Advisory Group, LTD
Ages Financial Services, LTD
Disclosures
Please visit the SEC profile of James Scott 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 Alden Investment Group
Berwyn, PA
Hockton, GA
Wayne, PA
Wayne, PA
Ocala, FL
Wayne, PA
Plano, TX
Doylestown, PA
The content in this profile was updated by SmartAsset on 6/19/2024. 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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