Scott
Paschal

Financial Partners Group, LLC

CRD#2460378
Investment Advisor
in Gallatin, TN

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About this Advisor

Scott Paschal is a financial advisor who works out of Gallatin, Tennessee with a total of 10 years of industry experience. Paschal is currently employed by Financial Partners Group, LLC. Their career trajectory has included roles at Purshe Kaplan Sterling Investments and Financial Partners Group, LLC. Paschal holds a Series 63 license, designating them as a securities broker, and is able to work in Tennessee and Texas. Financial Partners Group, LLC is a business that has its headquarters in Gallatin, TN. The company has a total of seven people on staff. It manages $555 million in assets under management among its 1,057 customer accounts, placing it among the bigger firms in the nation by assets under management. Of its 1,057 customer accounts, 61% belong to high-net-worth individuals who have more than $1 million in investable assets. Financial Partners Group, LLC provides a number of services, including financial planning services, portfolio management for individuals and small businesses, pension consulting services and selection of other advisers. Fees for financial advice are based on the services offered. However, fees charged by Financial Partners Group, LLC may include asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63

Years Registered*

10 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

607 Commons Drive
Gallatin, TN 37066

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Financial Partners Group, LLC Brokerage Details

Total Assets Under Management

$554,521,826

TN Average: $730,596,643
Total Number of Employees

7

TN Average: 15
Total Number of Accounts

1,057

TN Average: 968
Average Account Size

$524,619

TN Average: $754,749

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers

Scott Paschal Work History

Scott has been registered as a financial advisor for 10 years.*

2013 - Present (11 years)

Purshe Kaplan Sterling Investments

2013 - Present (11 years)

Financial Partners Group, 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 Scott Paschal 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 Financial Partners Group, LLC

Scott Paschal
Gallatin, TN
Michael Stanley
Gallatin, TN
Thomas Miller
Gallatin, TN

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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