Scott
Bown
Origin Financial
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About this Advisor
Scott Bown is a certified financial planner who works in Glenmore, Pennsylvania who has 2 years of relevant experience. Bown currently works for Origin Financial. The advisor has gained experience at The Vanguard Group, Inc, Generationally Prepared, Bown Advisory Consulting, National Financial Education Council, Wealthfully Prepared, LLC and Origin Financial. Bown maintains Series 63 and Series 66 licenses, certifying them as a securities broker, and is able to operate in Pennsylvania. Origin Financial is a firm headquartered in Boston, MA. It has $478 thousand in assets between its 23 customer accounts, placing it among the smaller firms in the United States by assets under management. Origin Financial provides a few services, including financial planning services and portfolio management for individuals and small businesses. Financial management fee schedules typically are based on which services are provided. Fees billed by Origin Financial most likely consist of asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Origin Financial Brokerage Details
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/assets@2x.png)
$478,000
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/employees@2x.png)
219
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23
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$20,783
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
Scott Bown Work History
Scott has been registered as a financial advisor for 2 years.*
Bown Advisory Consulting
Origin Financial
Generationally Prepared
National Financial Education Council
Wealthfully Prepared, LLC
The Vanguard Group, 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 Bown 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 Origin Financial
Grovetown, GA
Fort Worth, TX
Culver City, CA
Boston, MA
Boston, MA
Boston, MA
Boston, MA
Saunderstown, RI
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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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.
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