William Scott Johns MR.
Professional Summary
William Scott Johns MR., who also goes by William Scott Johns, is a registered financial advisor currently at LAUTERBACH FINANCIAL ADVISORS, LLC located in El Paso, Texas. William is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2007. William has worked at 1 firm and has passed the Series 65 exam.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
William Scott Johns MR., William Scott Johns
Similar Advisors
CORNERSTONE WEALTH MANAGEMENT, LLC
CURTIS ADVISORY GROUP, LLC
LEGACY PATH ADVISORS LLC
CAMRIEL ADVISORS
Videos & Posts
This advisor has not added any videos or posts yet.
Similar Advisors
CORNERSTONE WEALTH MANAGEMENT, LLC
CURTIS ADVISORY GROUP, LLC
LEGACY PATH ADVISORS LLC
CAMRIEL ADVISORS
Contact Information
This advisor has not claimed their profile yet, so there is no contact information to display at this time.
Similar Advisors
CORNERSTONE WEALTH MANAGEMENT, LLC
CURTIS ADVISORY GROUP, LLC
LEGACY PATH ADVISORS LLC
CAMRIEL ADVISORS
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
CORNERSTONE WEALTH MANAGEMENT, LLC
CURTIS ADVISORY GROUP, LLC
LEGACY PATH ADVISORS LLC
CAMRIEL ADVISORS
Years of Experience
19 years registered in the securities industry
Current & Past Employments
Current
Similar Advisors
CORNERSTONE WEALTH MANAGEMENT, LLC
CURTIS ADVISORY GROUP, LLC
LEGACY PATH ADVISORS LLC
CAMRIEL ADVISORS
Current Firm
LAUTERBACH FINANCIAL ADVISORS, LLC
Contact Information
Main Address
4130 Rio Bravo Street, El Paso, TX 79902Phone Number
(915) 544-6950# of Employees
5SEC notice filing (7 States and Territories)
Registered to provide investment advisory services in 7 US states and territories.
Documents
Part 2 Brochures
Regulatory Assets Under Management
Total Number of Accounts
1,038AUM (Assets Under Management)
$700,256,828Similar Advisors
CORNERSTONE WEALTH MANAGEMENT, LLC
CURTIS ADVISORY GROUP, LLC
LEGACY PATH ADVISORS LLC
CAMRIEL ADVISORS
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.
Similar Advisors
CORNERSTONE WEALTH MANAGEMENT, LLC
CURTIS ADVISORY GROUP, LLC
LEGACY PATH ADVISORS LLC
CAMRIEL ADVISORS
Primary Firm SEC Registration
LAUTERBACH FINANCIAL ADVISORS, LLC
State Registrations and Notice Filings
(5/31/2007)
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
CORNERSTONE WEALTH MANAGEMENT, LLC
CURTIS ADVISORY GROUP, LLC
LEGACY PATH ADVISORS LLC
CAMRIEL ADVISORS
CRS (Client Relationship Summary) - RIA
Click below to view William Scott Johns MR.'s CRS (Customer Relationship Summary).
Similar Advisors
CORNERSTONE WEALTH MANAGEMENT, LLC
CURTIS ADVISORY GROUP, LLC
LEGACY PATH ADVISORS LLC
CAMRIEL ADVISORS