Scott Udkler (CRD# 5508273) is an Investment Advisor Representative working at Fifit LLC in Richmond, TX and has over 15 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.
CRD# 2390431
The Goff Financial Group
CRD# 2687188
Hightower Advisors, LLC
CRD# 5462249
Nxt:gen Financial Planning
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Fifit LLC | Richmond, TX | Feb 2020 - Current | 4 |
| Bearfoot Companies LLC | Dallas, TX | Feb 2020 - Current | 4 |
| 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 |
- LA
- TX
-
Total Assets Under Management97MILLIONS
-
Total Number of Accounts218ACCOUNTS
-
Average Account Value$446,594
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
LA, TX
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