James
Scott
Trust Advisory Group LTD
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About this Advisor
James Scott is a financial advisor based out of Ocala, Florida who has 7 years of relevant experience. Scott works at Trust Advisory Group LTD. Their career trajectory has included roles at Hbw Securities LLC, Green Team Financial, Advisory Group Equity Services LTD, Scott Agency, LLC and Health & Wealth Inc. Scott has Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is able to operate in Florida, Massachusetts, New Hampshire and Rhode Island. Trust Advisory Group LTD is a financial advisory company that has its headquarters in Woburn, MA. The company has offices in 40 locations and a total of 43 employees. It oversees $500 million in total assets between its 2,077 customer accounts, placing it among the larger firms in the country by assets under management. Of its 2,077 customer accounts, just 3% are associated with high-net-worth clients who have at least $1 million in investable assets. The advisory firm provides a broad set of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. A financial advisor's fees vary depending on which services the firm provides the client. However, fee types billed by Trust Advisory Group LTD most likely include asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Trust Advisory Group LTD Brokerage Details
$499,698,033
43
2,077
$240,586
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
James Scott Work History
James has been registered as a financial advisor for 7 years.*
Scott Agency, LLC
Health & Wealth Inc
Advisory Group Equity Services LTD
Green Team Financial
Hbw Securities 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 James 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 Trust Advisory Group LTD
Woburn, MA
Ronkonkoma, NY
Arlington, MA
Morristown, NJ
Wilbraham, MA
Cos Cob, CT
South Yarmouth, MA
Haverhill, MA
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