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Scott S
Series 63, Series 65
Bedford, NH
Bay Point Financial, LLC
Scott Sullivan is a financial advisor at Bay Point Financial, LLC in Bedford, NH, holding Series 63 and Series 65 registrations with 34 years of industry experience. His career includes roles at OSAIC, Triad Advisors, Independent Advisers Group Corp, and Osaic FS, Inc. Sullivan is also owner of an insurance business selling life, disability, health, and long-term care insurance, and serves as a corporator for Franklin Savings Bank. Bay Point Financial, LLC advises individuals, trusts, estates, charitable organizations, corporations, and retirement plans, providing financial planning, retirement plan consulting, and third-party program consulting. The firm emphasizes diversified, passive core allocations using index funds and ETFs, applying asset allocation and Modern Portfolio Theory, and typically operates on a non-discretionary basis by directing clients to third-party managers with discretionary authority.
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