Scott Edward Linch
Professional Summary
Scott Edward Linch, who also goes by Scott Linch, is a registered financial advisor currently at FORVIS MAZARS CAPITAL ADVISORS, LLC located in Charlotte, North Carolina. Scott is registered as a RR (Registered Representative) and started their career in finance in 2024. Scott has worked at 1 firm and has passed the Series 63, Series 79TO, SIE and Series 24 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Scott Linch
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Videos & Posts
This advisor has not added any videos or posts yet.
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Contact Information
This advisor has not claimed their profile yet, so there is no contact information to display at this time.
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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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Years of Experience
2 years in the financial services industry
Current & Past Employments
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Current Firm
BKD CAPITAL ADVISORS, LLC | FORVIS MAZARS CAPITAL ADVISORS, LLC | FORVIS CAPITAL ADVISORS, LLC | BKD FINANCIAL L.L.C. | BKD CORPORATE FINANCE, LLC
Contact Information
Main Address
910 East St. Louis Street, Suite 200, Springfield, MO 65806Mailing Address
P.o. Box 1190, Springfield, MO 65806-2523Phone Number
(417) 865-8701Established
Missouri since 07/20/1994Firm Type
Limited Liability CompanyFiscal Year End
MayFirm Size
SmallFINRA licenses (31 States and Territories)
Registered to provide investment advisory services in 0 US states and territories.
Documents
Direct owners and executive officers
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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.
The advisor shows no other business activity.
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State Registrations and Notice Filings
(7/28/2025)
(6/19/2025)
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(9/23/2024)
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(8/13/2025)
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(9/23/2024)
(6/20/2025)
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Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 79TO — Investment Banking Registered Representative Examination
Passed Aug 2024About the Series 79TO examSRO Registrations
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CRS (Client Relationship Summary) - BD
Click below to view Scott Edward Linch's CRS (Customer Relationship Summary).
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