Scott
Mccaghren
Safe Harbor Fiduciary, LLC
Answer a few questions and
get matched with an advisor.
About this Advisor
Scott Mccaghren is a financial advisor who works in Pensacola, Florida who has 8 years of relevant experience. Mccaghren is currently employed by Safe Harbor Fiduciary, LLC. Mccaghren has gained experience at Gar Wood Securities, LLC, Clearpoint Capital Management LLC, Safe Harbor Fiduciary, LLC, Safe Harbor Tax Advisory and Safe Harbor Tax Advisory, LLC. Mccaghren holds a Series 63 license, qualifying them as a securities agent, and is able to advise clients in Alabama, Florida and Texas. Safe Harbor Fiduciary, LLC is a financial advisory firm headquartered in Pensacola, FL. The company has offices in two locations and just four people on staff. It oversees $106 million in assets under management among its 486 customer accounts, making it one of the mid-sized firms in the nation by assets under management. Of its 486 customer accounts, just 8% belong to high-net-worth individuals who have greater than $1 million in assets available to invest. The advisory firm performs a set of services, including financial planning services and portfolio management for individuals and small businesses. A financial advisor's fees largely are based on which service is provided. However, fee types charged by Safe Harbor Fiduciary, LLC may include any blend of asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
Not sure which advisor is right for you? Use our matching tool.
Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.
Safe Harbor Fiduciary, LLC Brokerage Details
$106,183,197
4
486
$218,484
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
Scott Mccaghren Work History
Scott has been registered as a financial advisor for 8 years.*
Safe Harbor Fiduciary, LLC
Safe Harbor Tax Advisory, LLC
Safe Harbor Fiduciary, LLC
Safe Harbor Tax Advisory
Safe Harbor Fiduciary, LLC
Gar Wood Securities, LLC
Clearpoint Capital Management LLC
*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 Mccaghren 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 Safe Harbor Fiduciary, LLC
Pensacola, FL
Pensacola, FL
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.
The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.
This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.
This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).
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.
