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Karman Scott
CRD Number: 2521093Current Firm: United Planners' Financial Services Of America A Limited Partner
Karman Scott (CRD# 2521093) is an Investment Advisor Representative working at United Planners' Financial Services Of America A Limited Partner in Scottsdale, AZ and has over 29 years of experience in the finance industry.
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Aegis Wealth Partners, LLC
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Origin Investment Advisory LLC
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Atlas Lifestyle Planning Group LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Independent Agent | Norman, OK | Jul 2008 - Current | 16 |
Karman Scott Independent Insurance | Norman, OK | Jul 2008 - Current | 16 |
Fortress Financial Inc. | Norman, OK | Jan 2008 - Current | 16 |
United Planners' Financial Services | Scottdale, AZ | Mar 1996 - Current | 28 |
Karman Scott - Independent Insurance / Notary | Oklahoma City, OK | Mar 1996 - Current | 28 |
Karman Scott | Oklahoma City, OK | Mar 2017 - Mar 2019 | 2 |
B G's Small Group | Norman, OK | Nov 2014 - Oct 2015 | < 1 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Dec 1994 |
S65 | NASAA Investment Advisors Law Examination | May 2002 |
- OK
- TX
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Total Assets Under Management9,326MILLIONS
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Total Number of Accounts43,221ACCOUNTS
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Average Account Value$215,783
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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