Scott R.

Scott R.

Director/Producer/Writer

Followers of Scott R.1000 followers
location of Scott R.Dallas-Fort Worth Metroplex

Connect with Scott R. to Send Message

Connect

Connect with Scott R. to Send Message

Connect
  • Timeline

  • About me

    VP - Financial Consultant: Helping clients own their tomorrow

  • Education

    • Texas A&M University School of Law

      2020 - 2023
      Master's degree Wealth Management & Risk Management/Compliance
    • University of Houston

      1986 - 1990
      Bachelor of Science Hotel/Restaurant Management
    • The University of Dallas

      -
      Masters Certificate Business
  • Experience

    • Going Bats Entertainment

      Apr 2007 - now
      Director/Producer/Writer
    • Top Pup Media

      Jan 2008 - Jan 2010
      Business Development Manager
    • Invenio Solutions Inc.

      Jul 2008 - Jun 2013
      Inside Territory Manager
    • Edward Jones

      Nov 2013 - Sept 2014
      Financial Advisor
    • USAA

      Nov 2014 - May 2020
      • Wealth Manager

        Jan 2018 - May 2020
      • Wealth Advisor

        Nov 2014 - Jan 2018
    • Charles Schwab

      May 2020 - now
      VP - Financial Consultant

      Representatives may only conduct business with residents of the states for which they are properly licensed. Account specific questions and order requests cannot be addressed in this forum, please call us at 1-800-435-4000. Content posted on Schwab social media by third-parties is not adopted or endorsed by Schwab, and does not represent Schwab viewpoints. Testimonials should not be provided by investment advisory clients as they relate to advisory employees, products or services. Any 3rd party testimonials that are provided may not be representative of the experience of clients and is not a guarantee of future performance or success. Schwab reserves the right to retain, monitor, and reproduce all electronic communications consistent with applicable law. This page and updates are for U.S. residents only.For other important information and disclosures please visit: http://www.aboutschwab.com/social-media-at-schwab BROKERAGE PRODUCTS: NOT FDIC INSURED • NO BANK GUARANTEE • MAY LOSE VALUE Show less

  • Licenses & Certifications

    • Competent Toastmaster

      Toastmasters International
    • Series 66

      FINRA
      Mar 2014
    • Certified Financial Planner (CFP)

      CFP Board
      Aug 2017
      View certificate certificate
    • Wealth Management Certified Professional

      The American College of Financial Services
      Mar 2018
    • Certified Wealth Strategist

      Canon Financial Services, Inc.
      Feb 2023
    • Series 7

      FINRA
      Jan 2013