Advisor at Cambridge Investment Research Advisors
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Location
Taos, NM 87571
Credentials
Series 66
Industry experience
6 years
Scott Mc Adams is a Series 66-licensed financial advisor with Cambridge Investment Research Advisors and has six years of industry experience. Prior to joining Cambridge, he worked at Hillcrest Bank and Peoples Bank. He serves on the board of The Harwood Museum of Art and participates on several local committees in Taos, New Mexico, including the Taos Community Foundation Grant Committee and the Holy Cross Hospital Advisory Committee. Cambridge Investment Research Advisors serves a diverse client base including individual investors, retirement plans, and charitable organizations through a large network of independent financial professionals. The firm offers financial planning, portfolio management, and retirement plan advisory services, utilizing various account platforms and third-party strategists to implement discretionary and non-discretionary investment strategies.
Based on Cambridge Investment Research Advisors
Based on Cambridge Investment Research Advisors
Based on Cambridge Investment Research Advisors
Financial Planning and Consulting flat fees generally do not exceed $25,000; Financial Wellness flat fee agreements also offered; Retirement Plan Advisory flat fees negotiated
$0 - $100,000: up to 1.50% $100,000 - $250,000: up to 1.25% $250,000+: up to 1.00%
Financial Professionals may receive commissions in their capacity as Registered Representatives for securities and insurance products
Financial Planning and Consulting hourly fees generally do not exceed $500/hour; Retirement Plan Advisory and Consulting Services up to $500/hour
Account minimum: $25,000 Minimum fee: Setup fee generally the lesser of 1% of assets under management or $1,000; combined setup fee and advisory fee not to exceed 3% of AUM; service fee up to $300 Fee-only: Financial Planning and Consulting fees include flat fees up to $25,000, hourly fees generally not exceeding $500/hour, asset-based fees for investment consulting
115 La Posta Road #D
Taos, NM 87571
New Mexico · Texas
Cambridge Investment Research Advisors
2020 - Present (6 years)
Cambridge Investment Research
2019 - Present (7 years)
Cambridge Investment Research
2019 - Present (7 years)
Hillcrest Bank
2018 - 2019 (1 year)
Peoples Bank
2002 - 2018 (16 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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