Mark David Scott Sr
Professional Summary
Mark David Scott SR, who also goes by Mark David Scott, is a registered financial advisor currently at A.G. CAMPBELL ADVISORY, LLC located in Baltimore, Maryland. Mark is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1996. Mark has worked at 6 firms and has passed the Series 66, Series 63 and Series 7 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Mark David Scott
Similar Advisors
WILLIAMS ASSET MANAGEMENT
WILLIAMS ASSET MANAGEMENT
THE MARSHALL FINANCIAL GROUP LLC
T. ROWE PRICE ADVISORY SERVICES, INC.
Videos & Posts
This advisor has not added any videos or posts yet.
Similar Advisors
WILLIAMS ASSET MANAGEMENT
WILLIAMS ASSET MANAGEMENT
THE MARSHALL FINANCIAL GROUP LLC
T. ROWE PRICE ADVISORY SERVICES, INC.
Contact Information
This advisor has not claimed their profile yet, so there is no contact information to display at this time.
Similar Advisors
WILLIAMS ASSET MANAGEMENT
WILLIAMS ASSET MANAGEMENT
THE MARSHALL FINANCIAL GROUP LLC
T. ROWE PRICE ADVISORY SERVICES, INC.
Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities. Check for any disclosures as part of your thorough research when choosing an advisor.
Similar Advisors
WILLIAMS ASSET MANAGEMENT
WILLIAMS ASSET MANAGEMENT
THE MARSHALL FINANCIAL GROUP LLC
T. ROWE PRICE ADVISORY SERVICES, INC.
Years of Experience
30 years in the financial services industry
Current & Past Employments
Similar Advisors
WILLIAMS ASSET MANAGEMENT
WILLIAMS ASSET MANAGEMENT
THE MARSHALL FINANCIAL GROUP LLC
T. ROWE PRICE ADVISORY SERVICES, INC.
Current Firm
A.G. CAMPBELL ADVISORY, LLC
Contact Information
Main Address
190 W. Ostend Street Suite 200, Baltimore, MD 21230Phone Number
(410) 779-1239# of Employees
5SEC notice filing (6 States and Territories)
Registered to provide investment advisory services in 6 US states and territories.
Documents
Regulatory Assets Under Management
Total Number of Accounts
217AUM (Assets Under Management)
$403,897,677Similar Advisors
WILLIAMS ASSET MANAGEMENT
WILLIAMS ASSET MANAGEMENT
THE MARSHALL FINANCIAL GROUP LLC
T. ROWE PRICE ADVISORY SERVICES, INC.
Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.
Similar Advisors
WILLIAMS ASSET MANAGEMENT
WILLIAMS ASSET MANAGEMENT
THE MARSHALL FINANCIAL GROUP LLC
T. ROWE PRICE ADVISORY SERVICES, INC.
Primary Firm SEC Registration
A.G. CAMPBELL ADVISORY, LLC
State Registrations and Notice Filings
(7/19/2013)
Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Similar Advisors
WILLIAMS ASSET MANAGEMENT
WILLIAMS ASSET MANAGEMENT
THE MARSHALL FINANCIAL GROUP LLC
T. ROWE PRICE ADVISORY SERVICES, INC.
CRS (Client Relationship Summary) - RIA
Click below to view Mark David Scott SR's CRS (Customer Relationship Summary).
Similar Advisors
WILLIAMS ASSET MANAGEMENT
WILLIAMS ASSET MANAGEMENT
THE MARSHALL FINANCIAL GROUP LLC
T. ROWE PRICE ADVISORY SERVICES, INC.
