Philip
Scott
Souders Financial Advisors, LLC
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About this Advisor
Philip Scott is a financial advisor operating in Cincinnati, Ohio who has 4 years of relevant experience. Scott is currently employed by Souders Financial Advisors, LLC. Their career trajectory has included roles at Advantage Investment Management LLC, Lpl Financial LLC, Private Client Services and Souders Financial Advisors. Scott maintains a Series 63 license, certifying them as a securities broker, and is able to work in Florida and Ohio. Souders Financial Advisors, LLC is a firm headquartered in Cincinnati, OH. It has offices in six locations and a total of 19 employees. It administers $697 million in assets under management across its 2,798 accounts, placing it among the larger investment advisory firms in the United States by assets under management. The firm serves four charities and foundations. Of its 2,798 accounts, 17% are held by high-net-worth clients who have more than $1 million in assets available to invest. Souders Financial Advisors, LLC provides a number of services, including 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. Fees for financial management vary depending on which service is provided. However, fees billed by Souders Financial Advisors, LLC likely consist of some combination of asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Souders Financial Advisors, LLC Brokerage Details
$697,062,368
19
2,798
$249,129
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
Philip has been registered as a financial advisor for 4 years.*
Private Client Services
Souders Financial Advisors
Advantage Investment Management LLC
Lpl Financial 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 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
The content in this profile was updated by SmartAsset on 4/16/2023. 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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