Scott B. Hinkle

ALDEN INVESTMENT GROUP

Encinitas, CA

CRD#: 2878037

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Professional summary

Scott Brian Hinkle, CFP®, who also goes by Scott B Hinkle, is a registered financial advisor currently at ALDEN INVESTMENT GROUP located in Encinitas, California and BENEFIT FUNDING SERVICES, LLC located in Encinitas, California.

Scott is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1997. Scott has worked at 7 firms and has passed the Series 63, Series 65, Series 6TO, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Scott B Hinkle

Other business activities

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.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Scott Brian Hinkle's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Start date: 1999

Experience

Current

May 27, 2026 - Present

ALDEN INVESTMENT GROUP

RIA

CRD#: 317077

Encinitas, CA

Current

March 17, 2025 - Present

BENEFIT FUNDING SERVICES, LLC

CRD#: 44079

Encinitas, CA

Current

May 27, 2026 - Present

J. ALDEN ASSOCIATES, INC.

Office #1: 37 West Ave Suite 301, Wayne, PA 19087

CRD#: 40002

Wayne, PA

Past

August 19, 2024 - March 7, 2025

WORLD EQUITY GROUP, INC.

CRD#: 29087

SCHAUMBURG, IL

Past

September 16, 1999 - December 15, 2009

INDEPENDENT ADVISERS GROUP CORP

RIA

CRD#: 106684

SOLANA BEACH, CA

Past

August 12, 1999 - March 10, 2010

OSAIC FS, INC.

RIA

CRD#: 3870

SOLANA BEACH, CA

Past

January 2, 1998 - March 10, 2010

OSAIC FS, INC.

CRD#: 3870

SOLANA BEACH, CA

Past

August 27, 1997 - November 13, 1997

CENTAURUS FINANCIAL, INC.

CRD#: 30833

ANAHEIM, CA

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

ALDEN INVESTMENT GROUP

CRD#: 317077 / SEC#: 801-122688

RIA

Registered Investment Advisory firm - (11/12/2021 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

California
(3/17/2025)

IAR

California
(5/27/2026)

Colorado
(3/17/2025)

Connecticut
(4/1/2025)

Florida
(3/17/2025)

Georgia
(4/3/2025)

Maine
(4/3/2025)

Nevada
(3/17/2025)

New Jersey
(3/17/2025)

North Carolina
(4/1/2025)

North Dakota
(4/7/2025)

Ohio
(3/17/2025)

Oregon
(3/17/2025)

Virginia
(3/17/2025)

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. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

Series 63

Date: 8/26/2024

Uniform Securities Agent State Law Examination

State Security Law Exam

IAR

Series 65

Date: 5/28/1999

Uniform Investment Adviser Law Examination

General Industry/Product Exam

Series 6TO

Date: 8/19/2024

Investment Company Products/Variable Contracts Representative Examination

General Industry/Product Exam

SIE

Date: 8/13/2024

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 6/26/1997

General Securities Representative Examination

SRO Registrations

FINRA

SRO Registrations

FINRA

Current Firm

ALDEN INVESTMENT GROUP

CRD#: 317077 / SEC#: 801-122688

RIA

Registered Investment Advisory firm - (11/12/2021 Approved)

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Contact information

Main Address

37 West Avenue Suite 301, Wayne, PA 19087-3226

Mailing Address

Phone number

(215) 572-8700

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (53 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ADV PART 2A (8/7/2025)

Regulatory assets under management

Total Number of Accounts	978
AUM (Assets Under Management)	$ 319,233,679

Red Flags

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.

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Advisor Monitoring

Firm Stability Insights

Scott B. Hinkle

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Scott Brian Hinkle's CRS (Customer Relationship Summary).

Certified licenses

Experience

BENEFIT FUNDING SERVICES, LLC

J. ALDEN ASSOCIATES, INC.

WORLD EQUITY GROUP, INC.

INDEPENDENT ADVISERS GROUP CORP

OSAIC FS, INC.

OSAIC FS, INC.

CENTAURUS FINANCIAL, INC.

Primary Firm SEC Registration

ALDEN INVESTMENT GROUP

State Registrations and Notice Filings

Exams

Series 63

Date: 8/26/2024

Series 65

Date: 5/28/1999

Series 6TO

Date: 8/19/2024

SIE

Date: 8/13/2024

Series 7

Date: 6/26/1997

FINRA

FINRA

Current Firm

ALDEN INVESTMENT GROUP

Contact information

SEC notice filing (53 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

ALDEN INVESTMENT GROUP

TRUST BUT VERIFY

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