Lance
Scott
Bay Harbor Wealth Management, LLC
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About this Advisor
Lance Scott is a financial advisor who works in Cockeysville, Maryland with a total of 5 years of industry experience. Scott is an employee of Bay Harbor Wealth Management, LLC. Their career trajectory has included roles at Global Financial Private Capital, LLC, Bay Harbor Wealth Management, LLC, Bay Harbor Wealth Management, LLC-Ria (Iard# 167111), Bay Harbor Wealth Management, LLC-Ria (Iard# 294000) and Bay Harbor Insurance, LLC. Scott holds a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is able to serve investors in Maryland. Bay Harbor Wealth Management, LLC is a registered investment business based in Cockeysville, MD. It oversees $238 million in assets under management among its 1,218 accounts, placing it among the mid-sized investment advisory firms in the country by assets under management. Of its 1,218 customer accounts, 28% are held by high-net-worth clients who have more than $1 million in assets. Bay Harbor Wealth Management, LLC has a diverse assortment of services, such as financial planning services, portfolio management for individuals and small businesses, selection of other advisers and educational seminars. Financial advisory fee schedules are based on which services the firm provides the client. Fee types billed by Bay Harbor Wealth Management, LLC likely are comprised of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Bay Harbor Wealth Management, LLC Brokerage Details
$238,417,840
5
1,218
$195,745
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
- Educational seminars/workshops
Lance Scott Work History
Lance has been registered as a financial advisor for 5 years.*
Bay Harbor Wealth Management, LLC-Ria (Iard# 294000)
Bay Harbor Insurance, LLC
Bay Harbor Wealth Management, LLC-Ria (Iard# 167111)
Global Financial Private Capital, LLC
Bay Harbor Wealth 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 Lance 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 Bay Harbor Wealth Management, LLC
Cockeysville, MD
Cockeysville, MD
Cockeysville, MD
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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