Yvonne
Scoggins
Curio Wealth, LLC
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About this Advisor
Yvonne Scoggins is a financial advisor based in Crownsville, Maryland, working with Curio Wealth, LLC. Yvonne has previously held positions at Jsk Financial Services, LLC, Stewardship Financial Planning, Curio Wealth, LLC, Charles Schwab & Co., Inc, Charles Schwab Bank, and Annapolis Financial Services, LLC. Yvonne has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in Maryland. Currently, Yvonne is part of Curio Wealth, LLC, which operates out of Crownsville, Maryland. The firm has 6 offices and 10 employees. The firm manages assets totaling $330.7 million and serves high-net-worth clients. The services offered by the firm include financial planning services and portfolio management for individuals and small businesses. The fee structure at Curio Wealth, LLC includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Curio Wealth, LLC Brokerage Details
$330,681,038
10
1,044
$316,744
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
Yvonne Scoggins Work History
Curio Wealth, LLC
Annapolis Financial Services, LLC
Jsk Financial Services, LLC
Stewardship Financial Planning
Charles Schwab Bank
Charles Schwab & Co., Inc
Disclosures
Please visit the SEC profile of Yvonne Scoggins 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 Curio Wealth, LLC
Asheville, NC
Edgewater, MD
Severna Park, MD
Annapolis, MD
Annapolis, MD
Crownsville, MD
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