Robert
Scott

Sanders & Scott, Chfc

CRD#7279841
Investment Advisor
in Watkinsville, GA

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About this Advisor

Robert Scott is a financial advisor based in Watkinsville, Georgia, working with Sanders & Scott, Chfc. Robert has previously held positions at Preston F. Sanders, Chfc, LLC, Preston F. Sanders, Chfc, and Athens Orthopedic Clinic, Pc. Robert is registered to provide services in Georgia. Currently, Robert is part of Sanders & Scott, Chfc, which operates out of Watkinsville, Georgia. The firm has 2 offices and 2 employees. The firm manages assets totaling $119.1 million and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services and portfolio management for individuals and small businesses. The fee structure at Sanders & Scott, Chfc includes asset-based and other fees.

Certifications and Registrations

Chartered Financial Consultant

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses

Fee Structure

Percentage of Assets, Others

Office Location

3651 Mars Hill Rd Suite 2800-B
Watkinsville, GA 30677

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Sanders & Scott, Chfc Brokerage Details

Total Assets Under Management

$119,075,814

GA Average: $3,570,121,308
Total Number of Employees

2

GA Average: 58
Total Number of Accounts

793

GA Average: 1,608
Average Account Size

$150,159

GA Average: $2,220,225

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses

Robert Scott Work History

2020 - Present (4 years)

Preston F. Sanders, Chfc, LLC

2015 - 2020 (5 years)

Preston F. Sanders, Chfc

2001 - 2015 (14 years)

Athens Orthopedic Clinic, Pc

Disclosures

Please visit the SEC profile of Robert 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 Sanders & Scott, Chfc

Robert Scott
Watkinsville, GA
Preston Sanders
Watkinsville, GA

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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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.

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