Scott Richard Voigt
CFP®Professional Summary
Scott Richard Voigt, CFP® is a registered financial advisor currently at VERISAIL PARTNERS, LLC located in Chamblee, Georgia. Scott is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2010. Scott 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
Who I Serve
Services Offered
- Financial Planning
- Retirement Planning
- Cashflow & Budgeting
- Tax Planning
- Risk Management & Insurance
- Investment Management
- Education Funding
- Estate & Legacy Planning
Specializations
Biography
What events led you to this career? Getting laid off from the investment banking industry provided me the opportunity to really think about what I wanted to do next. I knew I wanted to work with individuals and make an impact in their lives. I reached out to a childhood friend, Thad Gilliam, about his job in financial planning. I ending up taking a job at his company. A year later, we decided to team...
Other Aliases
There are no additional aliases reported.
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Videos & Posts
This advisor has not added any videos or posts yet.
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Contact Information
Direct
(xxx) xxx-xxxx
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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.
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Credentials
Years of Experience
16 years in the financial services industry
Current & Past Employments
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Current Firm
SCOTT VOIGT | VERITAS PLANNING GROUP, LLC | VERISAIL PARTNERS, LLC
Contact Information
Main Address
5256 Peachtree Road Suite 170, Chamblee, GA 30341Phone Number
(404) 220-7662# of Employees
6SEC notice filing (3 States and Territories)
Registered to provide investment advisory services in 3 US states and territories.
Documents
Part 2 Brochures
Regulatory Assets Under Management
Total Number of Accounts
1,017AUM (Assets Under Management)
$283,605,000Similar Advisors
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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.
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Primary Firm SEC Registration
SCOTT VOIGT | VERITAS PLANNING GROUP, LLC | VERISAIL PARTNERS, LLC
State Registrations and Notice Filings
(8/3/2010)
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.
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CRS (Client Relationship Summary) - RIA
Click below to view Scott Richard Voigt's CRS (Customer Relationship Summary).
Services Offered by Scott
- Financial Planning
- Retirement Planning
- Cashflow & Budgeting
- Tax Planning
- Risk Management & Insurance
- Investment Management
- Education Funding
- Estate & Legacy Planning
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