Yvonne
Scoggins
Bay Point Wealth
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About this Advisor
Yvonne Scoggins is a financial advisor working in Annapolis, Maryland. Scoggins is an advisor for Bay Point Wealth. Their career trajectory has included roles at Jsk Financial Services, LLC, Stewardship Financial Planning, Bay Point Wealth, Charles Schwab & Co., Inc and Charles Schwab Bank. Scoggins has Series 63 and Series 66 licenses, designating them as a securities agent, and is able to operate in Maryland. Bay Point Wealth is a firm based out of Annapolis, MD. The investment advisory business has offices in nine locations and a total of 15 employees. It controls $625 million in assets under management between its 1,619 accounts, placing it among the bigger investment advisory firms in the country by assets under management. Of its 1,619 client accounts, 34% are held by high-net-worth clients who have at least $1 million in assets available to invest. The business offers a few services, including financial planning services and portfolio management for individuals and small businesses. A financial advisor's fees largely depend on the type of financial services offered. Fee types billed by Bay Point Wealth may include some combination of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Bay Point Wealth Brokerage Details
$624,854,859
15
1,619
$385,951
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
Yvonne Scoggins Work History
Yvonne has been registered as a financial advisor for 0 years.*
Bay Point Wealth
Jsk Financial Services, LLC
Stewardship Financial Planning
Charles Schwab Bank
Charles Schwab & Co., 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 Yvonne Scoggins 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 Bay Point Wealth
Annapolis, MD
Annapolis, MD
Annapolis, MD
Annapolis, MD
Annapolis, MD
Annapolis, MD
Annapolis, MD
Annapolis, MD
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