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Scott Cfs Location
Columbus, OH, US
Scott Cfs Work
President and Founder @ (April 2005 - Present)
LPL Financial Planner @ (January 2006 - Present)
LPL Financial Advisor @ First National Bank of McConnelsville (May 2014 - Present)
Regional Vice President @ (January 1997 - March 2005)
District Manager @ (January 1990 - January 1996)
Student Manager @ (June 1985 - September 1990)
Scott Cfs Education
Montana State University-Bozeman
Finance (Business)
1987-1990
Scott Cfs Skills
401k
Alternative Investments
Asset Allocation
Asset Management
Bonds
Estate Planning
Finance
Financial Advisory
Financial Planners
Financial Planning
Financial Services
Fixed Annuities
High Net Worth Individuals
IRAs
Investment Advisory
Investment Strategies
Investments
Life Insurance
Long-term Care
Mutual Funds
Portfolio Management
Public Speaking
Registered Investment Advisor
Retirement
Retirement Planning
Securities
Series 24
Series 63
Series 7
Small Business
Strategic Financial Planning
Term Life Insurance
Wealth
Wealth Accumulation
Wealth Management
FINRA
College Education Planning
Business Development
Sales Management
Building Relationships
Entrepreneurship
Goal Oriented Individual With Strong Leadership Capabilities
Team Development
Growing Strategic Alliances
Long Term Care
Dependable Team Player
Management
CRM
Scott Cfs Summary
Scott Cfs, based in Columbus, OH, US, is currently a President and Founder at Webb Financial Group LLC. Scott Cfs brings experience from previous roles at Hopewell Federal Credit Union, First National Bank of McConnelsville, PFS Investments and Family Heritage. Scott Cfs holds a 1987 - 1990 Finance in Business @ Montana State University-Bozeman. With a robust skill set that includes 401k, Alternative Investments, Asset Allocation, Asset Management, Bonds and more. Scott Cfs has 3 mobile phone numbers on RocketReach.
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