Philip
Scott

Souders Financial Advisors, LLC

CRD#2188614
Investment Advisor
in Cincinnati, OH

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About this Advisor

Philip Scott is a financial advisor based in Cincinnati, Ohio, working with Souders Financial Advisors, LLC. Philip has previously held positions at Lpl Financial LLC, Advantage Investment Management LLC, Private Client Services, and Souders Financial Advisors. Philip has passed the Series 63 regulatory exam and is registered to provide services in Florida, Ohio, and Texas. Currently, Philip is part of Souders Financial Advisors, LLC, which operates out of Cincinnati, Ohio. The firm has 6 offices and 19 employees. The firm manages assets totaling $889.9 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, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, and educational seminars. The fee structure at Souders Financial Advisors, LLC includes asset-based and fixed fees.

Certifications and Registrations

Series 63

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, Educational seminars/workshops

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

5968 Bridgetown Road
Cincinnati, OH 45248

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Souders Financial Advisors, LLC Brokerage Details

Total Assets Under Management

$889,941,825

OH Average: $2,106,341,625
Total Number of Employees

19

OH Average: 34
Total Number of Accounts

3,050

OH Average: 1,972
Average Account Size

$291,784

OH Average: $1,068,125

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
  • Educational seminars/workshops

Philip Scott Work History

2019 - Present (5 years)

Private Client Services

2019 - Present (5 years)

Souders Financial Advisors

2012 - 2019 (7 years)

Lpl Financial LLC

2012 - 2019 (7 years)

Advantage Investment Management LLC

Disclosures

Please visit the SEC profile of Philip 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 Souders Financial Advisors, LLC

Michael Treft
Cincinnati, OH
Catherine Zaino
Cincinnati, OH
Daniel Souders
Cincinnati, OH
David Treft
Cincinnati, OH
Paul Solomon
Cincinnati, OH
Philip Scott
Cincinnati, OH
Michael Souders
Cincinnati, OH
Brian Giesting
Cincinnati, OH

The content in this profile was updated by SmartAsset on 6/19/2024. 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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