Scott Perrone
CRD Number: 4611078
Current Firm: Advisory Services Network
Compensation Model: Fee Only
As an advisor, Scott uses his financial knowledge and creativity to design strategies in order to help clients pursue financial freedom. Whether you're pursuing your retirement goals, funding your children's education, or looking to leave a legacy, Scott welcomes the challenge to help you succeed.
Scott began his financial services career during college, while working for Citibank. Although he was initially drawn to this industry by the lure of the stock market, he stayed inspired by helping clients realize their dreams. His work in financial services includes positions such as Vice President of Retirement Planning for Fairwinds Credit Union, Business and Estate Planning Consultant for the Hartford, Regional Sales Director for Lincoln Financial Group, and Wealth Advisor for Partners Retirement and Wealth Management.
After spending nearly 2 decades working for large financial institutes, Scott decided to create a company that was focused on increasing his client's bottom line, as opposed to his brokerage firm's. In 2016, he founded Retire Orlando, LLC with the intent to provide fiduciary advice while keeping costs at a minimum.
As a graduate of Wilmington University with his B.S. degree, Scott holds a designation as a Certified Financial Planner®, an Accredited Wealth Management Advisor® and a Chartered Retirement Planning Counselor®. He also holds his Series 7 and 66 licenses, in addition to his Life, Accident and Health Insurance licenses.
Away from the office, Scott believes life should be filled with great people and great experiences.......which usually means family, friends and Miami Dolphins football! He and his wife, Amy, recently became proud parents and welcomed their first child. In their spare time they enjoy kayaking, bike riding and traveling to faraway places.
CRD# 6160017
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Financial Harvest Wealth Advisors
Company Name | Location | Dates | Years |
---|---|---|---|
Advisory Services Network, LLC | Atlanta, GA | Nov 2021 - Current | 2 |
Kovack Advisors, Inc. | Fort Lauderdale, FL | Feb 2019 - Oct 2021 | 2 |
Capital Markets Iq, LLC | Wilmington, DE | Dec 2016 - Feb 2019 | 2 |
Lpl | Orlando, FL | Jul 2015 - Nov 2016 | 1 |
Partners Federal Credit Union | Orlando, FL | Jul 2015 - Nov 2016 | 1 |
Seacoast National Bank | Winter Garden, FL | Mar 2015 - Jul 2015 | < 1 |
Invest Financial Corp. | Winter Garden, FL | Mar 2015 - Jul 2015 | < 1 |
Fairwinds Credit Union | Orlando, FL | Jan 2013 - Feb 2015 | 2 |
Cuso Financial Services, LP | San Diego, CA | Jan 2013 - Feb 2015 | 2 |
Exam Code | Name | Passed Date |
---|---|---|
S66 | NASAA Uniform Combined State Law Examination | Jul 2013 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- FL
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Total Assets Under Management6,819MILLIONS
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Total Number of Accounts24,286ACCOUNTS
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Average Account Value$280,767
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