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Scott Vance

Scott Vance

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CRD#: 6617000
Scott Vance

Professional summary

Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Scott Vance, CFP®, who also goes by Scott P. Vance, Scott Peter Vance, was a registered financial professional .

Scott is a previously registered financial professional and started their career in finance in 2016. Scott had worked at 3 firms and has passed the Series 65 exam.

Core Areas of Focus

AUM
Federal Employees
Fixed Fee (Subscription
Retainer
etc.)
Middle Income Client Needs
Tax Planning

Biography

As an advisor and coach, my goal is to create an environment where questions are encouraged and judgment is not allowed; a place with someone to turn to with those questions you’ve been carrying around, someone who won’t laugh or dazzle you with financial jargon. A place where you can expose your financial self without fear and get an alignment check: Are you using your money for the people and things that matter to you, in ways that will get you where you want to go? Are you supporting the causes and industries you believe in, to do good while doing well? That’s the financial planning I believe in.

Question & Answer

What are your service offerings?
Budgeting
Tax Planning
Debt Management
Are you a "fiduciary"?
No

Aliases

Scott P. Vance | Scott Peter Vance

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)

The CRS(Customer Relationship Summary) document is not provided.

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: 2020

Experience

Past

February 2, 2022 - September 28, 2023

TRISULI FINANCIAL ADVISING

RIA
CRD#: 317992
HOLLY SPRINGS, NC
Past

September 20, 2018 - May 29, 2020

TRISULI FINANCIAL ADVISING

RIA
CRD#: 297140
HOLLY SPRINGS, NC
Past

April 13, 2016 - November 30, 2016

TRISULI FINANCIAL ADVISING

RIA
CRD#: 282995
FORT BRAGG, NC

State Registrations and Notice Filings

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

Visual representation of state registrations

This advisor is not registered in any state.

Exams

State Security Law Exam
IAR
Series 65
Date: 3/4/2016
Uniform Investment Adviser Law Examination

Current Firm

TRISULI FINANCIAL ADVISING
TRISULI FINANCIAL ADVISING
TRISULI FINANCIAL ADVISING | VANCE, SCOTT PETER

CRD#: 317992 / SEC#:

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Contact information

Main Address
300 South Main Street Suite 212, Holly Springs, NC 27540
Mailing Address
Phone number
(252) 350-6371
Established
Firm type
Fiscal year end
# of Employees
1

Documents

Latest Form ADV
0

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

TRISULI FINANCIAL ADVISING

TRISULI FINANCIAL ADVISING

CRD#: 317992

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Contact information

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