Scot W. Allen

OUTLIER FINANCIAL PARTNERS

SAN ANGELO, TX 76903

Some features on this profile are disabled

CRD#: 7740492

Professional summary

Scot Wayne Allen is a registered financial advisor currently at OUTLIER FINANCIAL PARTNERS, LLC located in San Angelo, Texas.

Scot is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2023. Scot has worked at 2 firms and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

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.

Cain Electrical supply sales. Engaged in the sale of distribution of electrical supplies to home & commercial properties.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Scot Wayne Allen'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

September 29, 2024 - Present

OUTLIER FINANCIAL PARTNERS, LLC

Office #1: 133 W Concho Ave, Suite 207, San Angelo, TX 76903

RIA

CRD#: 330474

SAN ANGELO, TX

Past

June 1, 2023 - August 27, 2024

OWEN FINANCIAL PLANNING, LLC

RIA

CRD#: 291749

SAN ANGELO, TX

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

Texas
(9/29/2024)

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 65

Date: 5/8/2023

Uniform Investment Adviser Law Examination

Current Firm

OUTLIER FINANCIAL PARTNERS, LLC

CRD#: 330474 / SEC#:

Texas

Registered Investment Advisory firm - (6/7/2024 Approved)

Upgrade to AdvisorCheck Premium

Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.

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

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

Contact information

Main Address

133 W Concho Ave, Suite 207, San Angelo, TX 76903

Mailing Address

Phone number

(325) 223-2800

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	277
AUM (Assets Under Management)	$ 17,889,535

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

Yasuyuki Goto

TRANSPACIFIC GROUP LLC

MIAMI, FL

Charles Fischer

RAYMOND JAMES & ASSOCIATES, INC.

IAR

Boca Raton, FL

Kevin Harrell

AMERIPRISE FINANCIAL SERVICES, LLC

IAR

Reno, NV

Why Advisor Check

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Scot W. Allen

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Scot Wayne Allen's CRS (Customer Relationship Summary).

Certified licenses

Experience

OUTLIER FINANCIAL PARTNERS, LLC

OWEN FINANCIAL PLANNING, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 5/8/2023

Current Firm

OUTLIER FINANCIAL PARTNERS, LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

OUTLIER FINANCIAL PARTNERS, LLC

TRUST BUT VERIFY

Similar Advisors