A complete list of active advisors currently associated with Scott and Associates of Texas, Inc.
Warmer can help you find a great advisor at Scott and Associates of Texas, Inc. or one who fits your needs even better.
Scott and Associates of Texas, Inc. provides investment supervisory services and financial planning primarily for individual and high‑net‑worth clients. Its services include discretionary portfolio management supported by individualized Investment Policy Statements, fixed‑fee or hourly financial planning, and referrals to third‑party advisers. The firm uses both fundamental and technical analysis and employs long‑term and short‑term trading strategies, including options writing, to implement client portfolios, typically with discretionary trading authority. It documents client risk tolerance in an IPS, conducts monthly account reviews by its principal advisor, and includes educational seminars among the services it offers. Notable differences from many peers include the explicit offering of educational seminars, a relatively uncommon service among supported firms, and the use of options writing (including uncovered strategies) and short‑term trading, which can introduce elevated risk for smaller client bases. The firm also discloses that it may receive fee‑sharing from third‑party advisers it recommends and that one principal is a licensed insurance agent who may offer commissionable insurance products, a potential conflict it discloses and manages.
To learn more about the advisors currently working at Scott and Associates of Texas, Inc., click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Garland, TX
| 25
|
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