Scott Udkler, financial advisor Richmond TX

Scott Udkler

CRD Number: 5508273
Current Firm: Fifit LLC

Scott Udkler (CRD# 5508273) is an Investment Advisor Representative working at Fifit LLC in Richmond, TX and has over 14 years of experience in the finance industry. Scott Udkler has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Nxt:gen Financial Planning
Professional Designations
Company Name Location Dates Years
Fifit LLC Richmond, TX Feb 2020 - Current 3
Bearfoot Companies LLC Dallas, TX Feb 2020 - Current 3
Charles Schwab & Company, Inc. Houston, TX Jun 2016 - Feb 2020 3
Charles Schwab Bank Houston, TX Jun 2016 - Feb 2020 3
Jp Morgan Securities LLC Sugar Land, TX Feb 2016 - Jun 2016 < 1
Udkler Financial Services LLC Katy, TX Sep 2015 - Feb 2016 < 1
Fidelity Investments Sugar Land, TX Jun 2010 - Sep 2015 5
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jan 2009
S65 NASAA Investment Advisors Law Examination Aug 2011
Contact Info for Scott A. Udkler
Phone Number: 3469014434
Registered State(s):
  • LA
  • TX
Current Firm Details
Fifit LLC
Firm's CRD Number: 307957
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States


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