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Overview

Services

Advisor Services

  • Financial Planning
    • -Estate Planning
    • -Comprehensive Financial Planning
    • -Retirement Planning
    • -College Planning
    • -Charitable Planning
    • -Other Financial Planning
  • Insurance
    • -Life Insurance
    • -Long-Term Care Insurance
    • -Annuities
  • Pension Consulting
    • -401k
    • -Defined Benefit
  • Portfolio Management
    • -Individuals and/or Small Businesses
    • -Investment Companies
    • -Businesses or Institutional Clients

Funds

Firm Client types

There is no client type data to display at this time.

Qualifications

Experience

No timeline events available.
Employer Years Dates
Money Concepts Capital Corp 7 months, 2 weeks Apr 2019 - Present
Next Financial Group 13 years Apr 2006 - Apr 2019

Designations & Memberships

  • Financial Planning Association
    Membership
    Financial Planning Association
    The Financial Planning Association (FPA®) is the largest membership organization for personal financial planning experts in the U.S. and includes professionals from all backgrounds and business models. We help connect thousands of consumers to competent and ethical planners who uphold the FPA Standard of Care.
  • Kingdom Advisors
    Membership
    Kingdom Advisors
    Kingdom Advisors is a community of Christian financial professionals integrating faith and practice for Kingdom impact.
  • National Association of Independent Retirement Plan Advisors
    Membership
    National Association of Independent Retirement Plan Advisors
    The National Association of Independent Retirement Plan Advisors (NAIRPA) is a leader in the transformation of the national retirement system to improve transparency, effectiveness, and governance.
  • National Association of Insurance and Financial Advisors
    Membership
    National Association of Insurance and Financial Advisors
    NAIFA comprises more than 600 state and local associations representing the interests of approximately 200,000 agents and their associates nationwide. NAIFA members focus their practices on one or more of the following: life insurance and annuities, health insurance and employee benefits, multiline, and financial advising and investments. The Association’s mission is to advocate for a positive legislative and regulatory environment, enhance business and professional skills, and promote the ethical conduct of its members.

Articles and Answers

Insights by Scot Shier

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Answers

Ask a financial questionAsk a question
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Licenses & Conducts

SEC
U.S. Securities and Exchange Commission
  • license status
    Registered
  • disclosures
    None
  • as of date
    Oct 12, 2019
FINRA
FINRA
  • license status
    Registered
  • disclosures
    None
  • as of date
    Oct 13, 2019
Review the status and details of the disclosures noted above using the SEC's Investment Advisor Public Disclosure website:

Assets

Advisor

Last updated on Oct. 13, 2019
    • $22.0M
      Total Assets Under Management
    • $0
      Total Assets Under Advisement
    • 80
      number of clients
    • $275.0K
      Estimated Average Account Balance Per Client

Money Concepts Advisory Service

Last updated on March 29, 2019
    • $2.2B
      Total Assets Under Management
    • N/A
      Total Assets Under Advisement
    • 17K
      Accounts
    • $128.7K
      Estimated Average Account Balance

Fees

Types of Compensation Arrangements

  • Percentage Of Assets
  • Hourly Charges
  • Fixed Fees