Featured Business Financial Advisor in San Antonio, TX
San Antonio Financial Advisors
Clipper Wealth Management, LLC
16170 Jones Maltsberger Rd. #102
San Antonio, TX 78247
(210) 491-2319
Advisor Profile
Name:  Scott Cash Thompson, CFP
Phone Number:  (210) 491-2319
Website:  Visit Website

About Clipper Wealth Management, LLC

Clipper Wealth Management, LLC is an independent financial management organization. Our specialty is to provide custom wealth management strategies that are objective to individuals, families and trusts . We help develop financial plans to take full advantage of all income, tax and growth opportunities that are consistent with a clients goals and risks. Each person and their circumstances are unique?so are their plans.
 

General Information

Gender:    Male
CRD#:    4414290
Firm CRD#:    6413
Name of Broker/Dealer:    LPL Financial
States Licensed in:    TX, FL, CO, CA
States Willing to do Business in:    Adkins,Boerne,Bulverde,Canyon Lake,Cibolo,Converse,Elmendorf,Helotes,Kendalia,La Vernia,Marion,Mc Queeney,New Braunfels,Saint Hedwig,San Antonio,Schertz,Spring Branch,Universal City
Years of Experience in Financial Services:    18
Number of Years with Current Firm:    10
Work Experience:    7 years with A.G. Edwards 10 years and currently self employed through LPL Financial as broker-dealer.
I work with the following types of clients:    Trust, Individual Investors, Non-Profit Organizations, Businesses
 

Education

Academic Background
 
University of Texas - San Antonio BBA - Management (1992)
 

Services

Investment Types:    Commodities, Mutual Funds, Options & Futures, Bonds, Stocks, Annuities, Insurance, Mortgages & Real Estate, Exchange Traded Funds (ETFs), Alternative Investments, Socially Responsible Investments (SRI)
I can meet clients in the following ways:    At your office, Via email, Via phone, At my office, At your home
 

Qualifications & Memberships

Certifications, Accreditations & Designations:    CERTIFIED FINANCIAL PLANNER™ Certificant
Securities Licenses:    Series 7, Series 63, Series 65, Series 66
Insurance and Annuity Licenses:    Disability, Annuity, Health, Life, Variable Annuity, Long Term Care, Variable Life
Financial Organization Memberships:    Financial Planning Association (FPA)
 

Compliance

Registered Representative:    Yes
Investment Advisor Representative:    Yes
Compliance Disclosures in Last 5 years:    I have a clean record
Criminal Disclosures in Last 5 years:    I have a clean record
 

Compensation and Fees

Fee Structure:    I am a fee-based financial professional
Minimum Portfolio Size for New Managed Accounts:    250000
Compensation Methods:    Based on Assets, Flat Fee
Additional Details on Charges:    Fee Based compensation based upon assets.
 
 
 
 
 
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