Philip
Scott
Souders Financial Advisors, LLC
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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
Services Offered
Fee Structure
Office Location
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Souders Financial Advisors, LLC Brokerage Details
$889,941,825
19
3,050
$291,784
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
Private Client Services
Souders Financial Advisors
Lpl Financial LLC
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
Cincinnati, OH
Cincinnati, OH
Cincinnati, OH
Cincinnati, OH
Cincinnati, OH
Cincinnati, OH
Cincinnati, OH
Cincinnati, OH
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