Scott
Bishop

Signature Wealth Management Group LLC

CRD#5491273
Investment Advisor
in Atlanta, GA

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About this Advisor

Scott Bishop is a financial advisor based in Atlanta, Georgia, working with Signature Wealth Management Group LLC. Scott has previously held positions at Raymond James & Associates, Inc, Air National Guard, Signature Wealth Management Group LLC, and Purshe Kaplan Sterling Investments. Scott has passed the Series 66 regulatory exam and is registered to provide services in Georgia and Texas. Currently, Scott is part of Signature Wealth Management Group LLC, which operates out of Atlanta, Georgia. The firm has 10 employees and manages assets totaling $354.2 million. The firm serves high-net-worth clients and offers services including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, and pension consulting services. The fee structure at Signature Wealth Management Group LLC includes asset-based and fixed fees.

Certifications and Registrations

Series 66, CERTIFIED FINANCIAL PLANNER™

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

3625 Cumberland Boulevard Suite 1485
Atlanta, GA 30339

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Signature Wealth Management Group LLC Brokerage Details

Total Assets Under Management

$354,216,121

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

10

GA Average: 58
Total Number of Accounts

1,258

GA Average: 1,608
Average Account Size

$281,571

GA Average: $2,220,225

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services

Scott Bishop Work History

2017 - Present (7 years)

Signature Wealth Management Group LLC

2017 - Present (7 years)

Purshe Kaplan Sterling Investments

2013 - 2017 (4 years)

Raymond James & Associates, Inc

2013 - 2018 (5 years)

Air National Guard

Disclosures

Please visit the SEC profile of Scott Bishop 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 Signature Wealth Management Group LLC

Ian Payne
Atlanta, GA
Scott Bishop
Atlanta, GA
Russell Harris
Atlanta, GA
Curt Mangold
Atlanta, GA
James Sims
Atlanta, 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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