Scott Cash Thompson, CFP®
Clipper Wealth Management, LLC
San Antonio, TX 78247
About Clipper Wealth Management, LLC
Scott Cash Thompson, CFP is the owner of Clipper Wealth Management, LLC.
In addition to earning a Bachelor's degree from the University of Texas -- San Antonio, Scott holds one of the financial services top credentials, CERTIFIED FINANICAL PLANNER, which greatly improves his ability to serve his client's financial needs. CFP practitioners have taken the extra step to demonstrate their professionalism by voluntarily submitting to the rigorous CFP certification process that includes testing, ethical standards and continuing education.
Scott works extensively in assisting high net worth individuals, such as corporate executives, professionals, and retirees, manage their wealth while properly allocating their portfolios. He has created a business model that focuses around the cornerstones of a client's financial needs: estate attorney, CPA, and financial planner. These three separate professionals plot the course based on a clients goals and needs.
Scott is an avid fly-fisherman and licensed FAA pilot. He and his wife Marti have three children (Ashly, Kylee, and Colton). Colt was born at 22 weeks gestation (weighed 1lb 2oz) and has the distinction of being one of the youngest babies to survive at such a premature date in the country, he is now 11 years old and doing very well. Scott's outside activities also include being a member at Forest Hills Presbyterian Church in Helotes, coaching baseball, playing golf, an avid reader and snow-skiing.
General Information |
| Name of Broker/Dealer: | LPL Financial |
| States Licensed in: | TX, FL, CO, CA |
| Number of Years with Current Firm: | 4 |
| Work Experience: |
8 years with A.G. Edwards 4 years and currently self employed through LPL Financial as broker-dealer. |
| I work with the following types of clients: | Businesses , Individual Investors , Trust , Non-Profit Organizations |
Services |
| Investment Types: | Bonds , Options & Futures , Alternative Investments , Commodities , Insurance , Mutual Funds , Stocks , FOREX & Currency , Mortgages & Real Estate , Exchange Traded Funds (ETFs) , Socially Responsible Investments (SRI) |
| I can meet clients in the following ways: | At my office , At your home , At your office , Via phone , Via email |
Qualifications & Memberships |
| Insurance and Annuity Licenses: | Annuity , Health , Life , Long Term Care , Variable Annuity , Variable Life , Disability |
| 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: | $50000 |
| Compensation Methods: | Commissions , Based on Assets , Flat Fee |
Scott Cash Thompson, CFP®
CERTIFIED FINANCIAL PLANNER™ Certificant
Communities Served
| TX | FL |
| CO | CA |