Scott Thompson
Clipper Wealth Management, LLC
16170 Jones Maltsberger Rd. #102
San Antonio, TX 78247
2104912319
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.
See Disclosures
General Information
Firm Start Year
2008
No. of Employees
5-9
CRD#
4414290
Firm CRD#
6413
Name of Broker/Dealer
LPL Financial
States Licensed in
TX, FL, CO, CA
Years of Experience in Financial Services
18
Number of Years with Current Firm
10
Work Experience
7 years with A.G. Edwards 10 years and currently self employed through LPL Financial as broker-dealer.
Work with the following types of clients
Trust, Non-Profit Organizations, Individual Investors, Businesses
Advisory Services Provided
Tax Advice and Services, Financial Advice & Consulting, Investment Advice & Management, Estate Planning & Trusts, Insurance Products & Annuities, Financial Planning for Businesses, Financial Planning for Individuals, Money Management, Wealth Management, 401K Rollovers, Retirement Planning, Portfolio Management, Financial Planning
Compliance
Registered Representative
Yes
Investment Advisor Representative
Yes
Qualifications & Membership
Certifications, Accreditations & Designations
CFP®
Securities Licenses
Series 7, Series 63, Series 65, Series 66
Insurance and Annuity Licenses
Annuity, Health, Life, Variable Annuity, Long Term Care, Variable Life, Disability
Financial Organization Memberships
Financial Planning Association (FPA)
Compensation and Fees
Fee Structure
Fee-Based
Minimum Portfolio Size for New Managed Accounts
$250,000
Compensation Methods
Based on Assets, Flat Fee
Additional Details on Charges
Fee Based compensation based upon assets.
Education
Bachelors - Business Management
University of Texas - San Antonio
09/01/1988 -12/10/1992
Disclosures
RothIRA.org provides referrals to financial professionals of LPL Financial, LLC (LPL). RothIRA.org is not a current client of LPL for brokerage or advisory services. Financial professionals of LPL pay RothIRA.org cash compensation for these referrals, which creates the incentive for RothIRA.org to make these referrals, resulting in a conflict of interest.
LPL ADV 2A
https://www.lpl.com/content/dam/lpl-www/documents/disclosures/A58.pdf
Additional Detailed Disclosures