Advisor at Alden investment Group
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Alden investment Group
Location
Ocala, FL
Credentials
Series 63, Series 65
Industry experience
25 years
James Scott is a financial advisor with Alden Investment Group in Ocala, FL, holding Series 63 and Series 65 credentials and 25 years of industry experience. His prior roles include positions at Trust Advisory Group, Ltd. and Health & Wealth Inc. Outside of his advisory work, he owns Scott Agency, LLC, which sells various insurance policies and provides accounting and tax preparation services. Alden Investment Advisors serves individual clients, retirement plans, non-profits, other advisors, and pooled vehicles, offering discretionary and non-discretionary portfolio management alongside fee-only financial planning. The firm employs customized asset allocations combining proprietary strategies with third-party managers, delivered through its Alden COVE platform, which integrates multiple technologies and supports unified managed accounts.
Based on Alden investment Group
Based on Alden investment Group
Some representatives are registered representatives of affiliated broker-dealer and may receive commissions and 12b-1 fees.
Alden COVE platform reporting fee of 0.05% annually (five basis points), billed monthly.
Account minimum: $25,000 Fee-only: Financial planning fees billed as a one-time fee or monthly retainer; specific amounts not stated.
Ocala, FL
Florida · Massachusetts · New Hampshire · Rhode Island · Washington
Alden Investment Advisors LLC
2024 - Present (2 years)
J. Alden Associates, Inc.
2024 - Present (2 years)
Scott Agency, Llc
2022 - Present (4 years)
Trust Advisory Group, Ltd.
2016 - 2024 (8 years)
Health & Wealth Inc
2014 - 2024 (10 years)
AGES Financial Services, Ltd.
2013 - 2024 (11 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
CFP®, ChFC®, Series 63, Series 65
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CFP®, CFA®, ChFC®, Series 63, Series 65
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Series 63, Series 65
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LifeCare Funding Solutions, LLC
Series 63, Series 66
Ocala, FL
Private Client Services Group, LLC
Series 65
Ocala, FL
Gray Lion Capital
Series 63, Series 65
Ocala, FL
Ocala Capital, LLC
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