Scott Portlock
Global Wealth Advisors
500 N Loop 1604 E.
Suite 250
San Antonio, TX 78232
2106255544
About Global Wealth Advisors
Global Wealth Advisors is an independent financial planning and investment management firm. We help people reach their goals by never losing sight of our planning strategy and process. As independent financial advisors, we offer our clients the resources and flexibility to simplify their financial life and help them reach their objectives. An important part of GWA's 3P Approach© to planning is working with our clients' other trusted advisors like CPAs, insurance agents, and attorneys, in a collaborative team effort. Like fitting a puzzle together, we help clients put the pieces of their financial life together so they feel secure in knowing their financial matters are in order.
See Disclosures
General Information
Firm Start Year
2008
No. of Employees
20-49
CRD#
2639917
Firm CRD#
8032
Insurance License#
1639531
Name of Broker/Dealer
COMMONWEALTH FINANCIAL NETWORK
States Licensed in
TX
Years of Experience in Financial Services
21
Number of Years with Current Firm
12
Work with the following types of clients
Businesses, Individual Investors, Non-Profit Organizations
Advisory Services Provided
Financial Advice & Consulting, Investment Advice & Management, Estate Planning & Trusts, Insurance Products & Annuities, Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Planning for Individuals, Financial Planning for Businesses
Compliance
Registered Investment Advisor
Yes
Investment Advisor Representative
Yes
Acknowledged fiduciary
Yes
Compliance Disclosures in Last 5 years
I have a clean record
Criminal Disclosures in Last 5 years
I have a clean record
Qualifications & Membership
Certifications, Accreditations & Designations
CFP®, CLU®
Securities Licenses
Series 65, Series 7, Series 63
Insurance and Annuity Licenses
Health, Life, Variable Annuity, Long Term Care, Variable Life, Annuity, Disability
Compensation and Fees
Fee Structure
Fee-Based
Minimum Portfolio Size for New Managed Accounts
$250,000
Compensation Methods
Based on Assets
Education
BS in Business Administration -
Georgetown University
08/15/1989 -05/15/1993
MBA - Finance
Lehigh University
08/15/1996 -05/15/1997
Disclosures
RothIRA.org provides referrals to financial professionals. RothIRA.org is not a current client of advisor or advisory services. Financial professionals pay cash compensation for these referrals, which creates the incentive for RothIRA.org to make these referrals, resulting in a conflict of interest.
Commonwealth Financial Network ADV 2A
https://adviserinfo.sec.gov/firm/brochure/8032
Additional Detailed Disclosures
https://content.commonwealth.com/media/Portlock_Scott.pdf
Disclaimer
Securities and advisory services offered through Commonwealth Financial Network® Member FINRA / SIPC, a Registered Investment Adviser. Advisory services and fixed insurance products and services offered through Global Wealth Advisors, a Registered Investment Adviser, are separate and unrelated to Commonwealth.