Scott
Lord

Emerald Investment Partners, LLC

CRD#2514101
Investment Advisor
in Raleigh, NC
Are you Scott Lord? Claim this listing.

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Scott Lord is a certified financial planner located in Raleigh, North Carolina. Currently an investment advisor at Emerald Investment Partners, LLC, Lord has 10 years of professional experience as a financial advisor. Lord has Series 63 and Series 66 licenses, designating the advisor as a securities agent. Lord can work with customers based out of North Carolina. The advisor has gained experience at The Benchmark Company, New England Securities, Principal Financial Group, Chalice Capital Partners, LLC, Emerald Investment Partners, LLC and Niagara International Capital Limited. Emerald Investment Partners, LLC is headquartered in Raleigh, North Carolina, and has four other offices in the country. As a company, Emerald Investment Partners, LLC manages $331 million in assets throughout 1,085 accounts and retains 14 staff members. The amount of assets the firm manages places it among the mid-sized firms in the nation. All of the firm's accounts are managed on a discretionary basis, in which the advisor has the authority to make all investment decisions. Currently 29% of the advisor firm's clients are high-net-worth individuals, meaning they have greater than $1 million in capital. Emerald Investment Partners, LLC can provide financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and pension consulting services. The firm's fees may include asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 66, Certified Financial Planner

Years of Experience

10 years

Services Offered

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

Fee Structure

Percentage of Assets, Hourly Charges, Subscription Fees, Fixed Fees

Disclosures

No

Office Location

1511 Sunday Drive Suite 214
Raleigh, NC 27607

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

Emerald Investment Partners, LLC Brokerage Details

Total Assets Under Management

$361,654,513

NC Average: $3,625,019,099
Total Number of Employees

9

NC Average: 22
Total Number of Accounts

1,362

NC Average: 1,917
Average Account Size

$265,532

NC Average: $1,890,985

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started

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

Scott Lord Work History

Scott has 10 years of experience.

2018 - Present (1 years)

Chalice Capital Partners, LLC

2017 - Present (2 years)

Emerald Investment Partners, LLC

2017 - Present (2 years)

Niagara International Capital Limited

2010 - 2017 (7 years)

Principal Financial Group

2009 - 2010 (1 years)

New England Securities

2008 - 2009 (1 years)

The Benchmark Company

Disclosures

Scott Lord has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started