SV
Firm Information
Compensation
Fee-Only (AUM)
Number of Advisors
2 advisors
Number of Clients
Not specified
Average Client Portfolio
Not specified
Assets Under Management
$70K
Fee Structure
Financial Planning:Investment management only
There is no fee information in this brochure supplement. This document supplements the main brochure.
Areas of Practice
Investment Management
Loading...
Advisor Information
Office location
Fort Washington, PA
Get directionsRegulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Scott works as a technology programming support technician with Indeed, focusing on product, system, and integration support. This role takes nearly full-time hours, with a few hours per week occurring during securities trading hours.
Employment History
Current Registrations
The Investment Lab, LLC
June 2018 - Present · 7 yrs 7 mos
Previous Registrations
Cambridge Investment Research Advisors, INC.
April 2016 - December 2017 · 1 yr 8 mos
Cambridge Investment Research, INC.Broker
April 2016 - December 2017 · 1 yr 8 mos
Transamerica Financial Advisors, INC.
March 2016 - April 2016 · 1 mo
Transamerica Financial Advisors, INC Broker
December 2011 - April 2016 · 4 yrs 4 mos
State Registrations1 state
PA
Advisor
Exams
No exam information available for this advisor.