Justin
Scott
Pensionmark Financial Group, LLC
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About this Advisor
Justin Scott is a financial advisor based out of Dallas, Texas, with a total of 5 years of relevant experience. Scott works at Pensionmark Financial Group, LLC. Over the course of their career, Scott has held roles at Pensionmark Financial Group, LLC and Scottsearch LLC. Scott maintains a Series 65 license, designating them as an investment advisor representative, and is approved to work in Texas. Pensionmark Financial Group, LLC is a registered investment company operating out of Santa Barbara, CA. The investment advisory business has offices in 59 locations and a total of 244 employees. It has $27 billion in total assets among its 7,380 accounts, making it one of the biggest investment advisory firms in the country by assets under management. The firm provides services to 142 charitable organizations. Of its 7,380 client accounts, just 4% are associated with high-net-worth individuals who have more than $1 million in assets available to invest. The business performs a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, pension consulting services, selection of other advisers and educational seminars. A financial advisor's fees depend on the services provided. Fees charged by Pensionmark Financial Group, LLC most likely consist of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Pensionmark Financial Group, LLC Brokerage Details
$26,622,603,339
244
7,380
$3,607,399
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
Justin Scott Work History
Justin has been registered as a financial advisor for 5 years.*
Pensionmark Financial Group, LLC
Scottsearch 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 Justin 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 Pensionmark Financial Group, LLC
San Mateo, CA
Fort Mill, SC
Los Angeles, CA
San Antonio, TX
South Burlington, VT
Madison, WI
Santa Barbara, CA
Brentwood, 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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