Remove 2015 Remove Fee Only Remove Financial Guidance
article thumbnail

Should the CFP Board police financial advisor “bad apples”? The debate continues! (Part Two)

Sara Grillo

In early 2015, Scott sold his ownership interest in the firm. Several years after the combined merger, Scott went on to grow the combined firm from advising approximately $60 million in client investment assets under management to more than $1.4 He started Firstmetric a few years later.

CFP 59