Lucy Scott (CRD# 3094913) is an Investment Advisor Representative working at Incompass Financial Partners, LLC in Marietta, GA and has over 23 years of experience in the finance industry.
CRD# 7069825
Beacon Global Advisor Network, LLC
CRD# 5338514
Rollins Financial Advisors, LLC
CRD# 5822473
Rockefeller Capital Management
Company Name | Location | Dates | Years |
---|---|---|---|
Incompass Financial Partners, LLC | Marietta, GA | Oct 2020 - Current | 3 |
Triad Advisors | Norcross, GA | Mar 2000 - Current | 24 |
Vining Financial Ser | Marietta, GA | Sep 1995 - Oct 2020 | 25 |
Exam Code | Name | Passed Date |
---|---|---|
S66 | NASAA Uniform Combined State Law Examination | May 2001 |
- GA
-
Total Assets Under Management140MILLIONS
-
Total Number of Accounts774ACCOUNTS
-
Average Account Value$181,464
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AL, GA, NE, SC
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