SS
Scott Smith
from Lifecycle Financial Planners Inc.
Scott Smith is a financial advisor based in Michigan, Bloomfield Hills,
with 11 years of experience. Scott currently works for
Lifecycle Financial Planners Inc..
Scott maintains the following licenses: S65 (Uniform Investment Adviser Law Examination), S63 (Uniform Securities Agent State Law Examination), qualifying them as both a securities agent and an investment advisor representative.
This advisor is a SEC regulated
Fiduciary duty to act in the best interests of your finances
Regulated by The Securities and Exchange Commission (SEC)
Transparent about fees and never take commission when recommending a financial product
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Scott Smith works at Lifecycle Financial Planners Inc.
Lifecycle Financial Planners Inc. is a financial advisory firm based in Bloomfield Hills, Michigan. It currently has approximately $384,731,337 of assets under management and employs about 9 people. Lifecycle Financial Planners Inc. uses a fee structure of and fixed fees.
Certifications and registrations
Uniform Investment Adviser Law Examination (S65)
Uniform Securities Agent State Law Examination (S63)
Years registered
4 years
Fee structure
and fixed fees
Office location
40950 Woodward Avenue, Suite 140, Bloomfield Hills, Michigan, 48304
Advisor can help with
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