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Escondido Financial Advisors
ING Financial Partners
1654 Palomino Lane
Escondido, CA 92025
(760) 522-1240
Advisor Profile
Name: Scott Smith
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Business Description

Independent financial planner focusing on providing you with the service you deserve, and building a long-term relationship.
 

General Information

Gender:    Male
CRD#:    4715897
Firm CRD#:    2882
Name of Broker/Dealer:    ING Financial Partners, Inc.
States Licensed in:    CA, SC, FL
Years of Experience in Financial Services:    5
Number of Years with Current Firm:    4
I work with the following types of clients:    Individual Investors, Businesses
 

Education

Academic Background
 
MBA - University of Phoenix
 

Services

Investment Types:    Alternative Investments, Options & Futures, Mutual Funds, Annuities, Stocks, Bonds
 

Qualifications & Memberships

Securities Licenses:    Series 6, Series 65, Series 63, Series 7
Insurance and Annuity Licenses:    Annuity, Disability, Variable Life, Long Term Care, Variable Annuity, Health, Life
 

Firm Information

Number of Advisors in Office:    Up to 10 employees
 

Compliance

Registered 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 & Fees

I am a fee-based financial professional:    Yes
Minimum Portfolio Size for New Managed Accounts:    $100,000
Compensation Methods:    Hourly, Flat Fee, Based on Assets, Commissions
Fee % Based on Assets:    1.2%
Hourly Rate:    $150
Additional Details on Charges:    Depending upon what services are desired, my fee can be adjusted.
 
 
 
Prepared By: Scott Smith