Scott
Bybee
First Heartland Consultants, Inc
Answer a few questions and
get matched with an advisor.
About this Advisor
Scott Bybee is a financial advisor who works in Medford, Oregon who has 25 years of relevant experience. Bybee is an advisor for First Heartland Consultants, Inc. Bybee has gained experience at Sellin Insurance Group and First Heartland Capital, Inc. Bybee holds Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and is able to advise clients in California, Hawaii, Idaho, Nevada, New Jersey, Oregon, Texas, Utah and Washington. First Heartland Consultants, Inc is an advisory business operating out of Lake Saint Louis, MO. It has offices in 78 locations and a total of 105 advisors. It oversees $2 billion in total assets among its 9,067 accounts, placing it among the largest firms in the nation by assets under management. The firm serves nine charitable organizations. Of its 9,067 accounts, just 2% are held by high-net-worth clients who have greater than $1 million in investable assets. The firm performs a diverse range of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, publication of newsletters and educational seminars. Fees for financial management typically vary depending on which services are provided. Fees charged by First Heartland Consultants, Inc may include asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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.
First Heartland Consultants, Inc Brokerage Details
$1,466,573,479
105
9,067
$161,748
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
- Publication of periodicals or newsletters
- Educational seminars/workshops
Scott Bybee Work History
Scott has been registered as a financial advisor for 25 years.*
Sellin Insurance Group
First Heartland Capital, Inc
*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 Scott Bybee 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 First Heartland Consultants, Inc
Denver, CO
Jonesboro, AR
Rochester, MN
Hillsborough, NJ
Owatonna, MN
Spartanburg, SC
Lake Saint Louis, MO
Lake Saint Louis, MO
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.
The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.
This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.
This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).
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.
