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Scott Thomas

President, Broker Dealer not listed

Maitland, FL

My profile was last updated on 01/26/2021


  • Estate Planning, Investing & Financial Planning, Insurance, Phylanthropy & Charitable Gvng, Retirement Planning, Social Security and Healthcare, Tax Planning & Preparation, Wealth Management

Languages Spoken

  • English

Minimum Assets Required

  • $100,000 - $499,999

Designations Held

  • Chartered Financial Consultant Designation® (CHFC®) 2001
  • Chartered Advisor In Philanthropy Designation® (CAP®) 2010
  • Retirement Income Certified Professional® (RICP®) 2019
How I'm Paid

Commission and Fee

The advisor makes a commission on selling financial products. The advisor also charges an hourly fee for their services or collects a percentage of a client's assets under management.

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