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

Number of Years with Current Firm:    10
Years of Experience in Financial Services:    18
Name of Broker/Dealer:    LPL Financial
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
States Licensed in:    TX, FL, CO, CA
Firm CRD#:    6413
CRD#:    4414290
Gender:    Male
I work with the following types of clients:    Businesses, Individual Investors
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, Non-Profit Organizations
 

Education

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

Services

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

Qualifications & Memberships

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

Compliance

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

Compensation and Fees

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