Jessica
Scott
Peak Planning Group, LLC
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About this Advisor
Jessica Scott is a financial advisor based in Raleigh, North Carolina, working with Peak Planning Group, LLC. Jessica has previously held positions at Legacypcs, Brown Advisory, Bb&T, Nylife Securities LLC, Eagle Strategies LLC, Robert W. Baird & Co. Inc, and Peak Planning Group, LLC. Jessica has passed the Series 66 regulatory exam and is registered to provide services in North Carolina. Currently, Jessica is part of Peak Planning Group, LLC, which operates out of Raleigh, North Carolina. The firm has 2 offices and 6 employees. The firm manages assets totaling $272.2 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 Peak Planning Group, LLC includes asset-based, hourly, fixed, and commission-based fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Peak Planning Group, LLC Brokerage Details
$272,196,442
6
1,107
$245,887
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
Jessica Scott Work History
Peak Planning Group, LLC
Robert W. Baird & Co. Inc
Legacypcs
Nylife Securities LLC
Eagle Strategies LLC
Brown Advisory
Bb&T
Bb&T
Disclosures
Please visit the SEC profile of Jessica 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 Peak Planning Group, LLC
Raleigh, NC
Englewood, CO
Raleigh, NC
Hilo, HI
Englewood, CO
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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.
