Mark Scott (CRD# 1577791) is an Investment Advisor Representative working at Trinvest Advisors, LLC in Volente, TX and has over 37 years of experience in the finance industry.
CRD# 2219717
Kestra Advisory Services, LLC
CRD# 2610650
Ii Technology, LLC
CRD# 3168949
Next Financial Group, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Trinvest Advisors, LLC | Austin, TX | Dec 2015 - Current | 8 |
| Mark Scott, Consultant | Austin, TX | Jan 2015 - Current | 9 |
| Stifel Nicolaus & Co Inc. | Austin, TX | Jul 2013 - Dec 2014 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Nov 1986 |
- TX
-
Total Assets Under Management8MILLIONS
-
Total Number of Accounts31ACCOUNTS
-
Average Account Value$258,065
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
TX
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