Brian T. Scott

THE MONEY AND VALUES GROUP

PRESCOTT, AZ 86305

Some features on this profile are disabled

CRD#: 6667223

Professional summary

Brian T Scott, who also goes by Brian Thomas Scott, Brian Scott, is a registered financial advisor currently at THE MONEY AND VALUES GROUP located in Prescott, Arizona.

Brian is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2016. Brian has worked at 6 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Brian Thomas Scott | Brian Scott

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 Brian T Scott'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

April 22, 2026 - Present

THE MONEY AND VALUES GROUP

Office #1: 3623 Crossings Drive Suite 350, Prescott, AZ 86305

RIA

CRD#: 340171

PRESCOTT, AZ

Past

October 20, 2023 - April 21, 2026

KESTRA ADVISORY SERVICES, LLC

RIA

CRD#: 283330

Prescott, AZ

Past

October 18, 2023 - April 21, 2026

KESTRA INVESTMENT SERVICES, LLC

CRD#: 42046

Prescott, AZ

Past

March 24, 2022 - December 22, 2022

CETERA WEALTH SERVICES, LLC

RIA

CRD#: 13572

PRESCOTT, AZ

Past

March 24, 2022 - December 22, 2022

CETERA WEALTH SERVICES, LLC

CRD#: 13572

PRESCOTT, AZ

Past

March 23, 2022 - October 18, 2023

CWM, LLC

RIA

CRD#: 155344

Prescott, AZ

Past

October 28, 2016 - March 24, 2022

EDWARD JONES

RIA

CRD#: 250

PRESCOTT VALLEY, AZ

Past

August 5, 2016 - March 24, 2022

EDWARD JONES

CRD#: 250

PRESCOTT VALLEY, AZ

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

Arizona
(4/22/2026)

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

State Security Law Exam

IAR

Series 66

Date: 8/24/2016

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 8/4/2016

General Securities Representative Examination

Current Firm

THE MONEY AND VALUES GROUP

FOR THE SCOTT GIRLS LLC | THE MONEY AND VALUES GROUP

CRD#: 340171 / SEC#:

Arizona

Registered Investment Advisory firm - (4/22/2026 Approved)

PREMIUM

Stay ahead of every change that matters. Proactive intelligence on your advisors, before issues escalate.

Biweekly Pulse, AutomaticallyScheduled alerts keep you informed without lifting a finger.

Catch Firm Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.

Trends, Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address

3623 Crossings Drive Suite 350, Prescott, AZ 86305

Mailing Address

Phone number

(928) 277-1427

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

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.

Similar Advisors

Scott Lang

THRIVENT INVESTMENT MANAGEMENT INC.

IAR

Prescott, AZ

Why AdvisorCheck

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Brian T. Scott

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Brian T Scott's CRS (Customer Relationship Summary).

Certified licenses

Experience

THE MONEY AND VALUES GROUP

KESTRA ADVISORY SERVICES, LLC

KESTRA INVESTMENT SERVICES, LLC

CETERA WEALTH SERVICES, LLC

CETERA WEALTH SERVICES, LLC

CWM, LLC

EDWARD JONES

EDWARD JONES

State Registrations and Notice Filings

Exams

Series 66

Date: 8/24/2016

SIE

Date: 10/1/2018

Series 7

Date: 8/4/2016

Current Firm

THE MONEY AND VALUES GROUP

Contact information

Documents

Red Flags

Company Information

THE MONEY AND VALUES GROUP

TRUST BUT VERIFY

Similar Advisors