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SF

Scott S. French

FRENCH FINANCIAL SERVICES
Lake Park, FL 33403
Some features on this profile are disabled
CRD#: 6410946
SF

Professional summary

Scott Stephen French, who also goes by Scott French, is a registered financial advisor currently at FRENCH FINANCIAL SERVICES located in Lake Park, Florida.

Scott is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2015. Scott has worked at 1 firm and has passed the Series 65 exam.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Scott French

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.
MAY EARN COMMISSIONS FROM INSURANCE COMPANIES FOR SALES OF NON-VARIABLE LIFE, HEALTH, ANNUITY AND/OR DISABILITY INCOME INSURANCE PRODUCTS.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Scott Stephen French's 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®
None

Experience

Current

January 16, 2015 - Present

FRENCH FINANCIAL SERVICES

Office #1: 1125 Old Dixie Hwy Suite 2, Lake Park, FL 33403
RIA
CRD#: 173540
Lake Park, FL

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.

Highlighted states indicate IAR registrations

IAR
Florida
(1/16/2015)

Exams

State Security Law Exam
IAR
Series 65
Date: 7/17/2014
Uniform Investment Adviser Law Examination

Current Firm

FF
FRENCH FINANCIAL SERVICES
FRENCH FINANCIAL SERVICES

CRD#: 173540 / SEC#:

Florida
Registered Investment Advisory firm - (1/16/2015 Approved)
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Contact information

Main Address
1125 Old Dixie Hwy Suite 2, Lake Park, FL 33403
Mailing Address
Phone number
(561) 845-6100
Established
Firm type
Fiscal year end
# of Employees
2

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts7
AUM (Assets Under Management)$ 79,400

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.

Company Information

FRENCH FINANCIAL SERVICES

CRD#: 173540Lake Park, FL 33403

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