Advisor at Conscious Investment Services, LLC
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Firm
Conscious Investment Services, LLC
Location
San Diego, CA
Credentials
Series 63, Series 65
Industry experience
27 years
Scott Smith is a financial advisor with Conscious Investment Services, LLC in San Diego, CA. He holds Series 63 and Series 65 licenses and has 27 years of industry experience, including seven years at LPL Financial. Smith is also a licensed insurance agent. Conscious Investment Services, LLC provides investment advisory and financial planning services to individuals, pension and profit-sharing plans, charitable organizations, and other advisers. The firm uses fundamental analysis, modern portfolio theory, and technical analysis to build portfolios aligned with client objectives and risk tolerance, offering a range of services including non-discretionary portfolio management, pension consulting, and participant account management.
Based on Conscious Investment Services, LLC
Based on Conscious Investment Services, LLC
$0+: 1.75% annually $0 - $999,999: 1.75% annually $1,000,000+: 1.50% annually
$200 per hour
San Diego, CA
California
Conscious Investment Services, LLC
2018 - Present (8 years)
lpl financial
2011 - 2018 (7 years)
lpl financial
2011 - 2018 (7 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:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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.
Verified by Warmer
Series 7, Series 66
La Mesa, CA
OSAIC
Grant Knox has been a Financial Advisor since 1994 and holds the following registrations and licenses: General Securities, California Life and Health Insurance, and California Real Estate and Mortgage Lending. A Southern California native, Grant excels at strategies for financial health and wealth that are attainable and effective. He is passionate about helping others achieve financial success and exceed their goals. He is a certified Kingdom Advisor, able to offer counsel on the integration of a Biblical worldview into financial practices. He holds the Certified Plan Fiduciary Designation (CPFA), designating expertise in company retirement plans. He holds a Bachelors degree from Evangel University and a D.Min. from Summit Bible College. Grant lives in La Mesa with his wife, Nicole and their son Noah. He loves to travel, active in his church, is a voracious reader and an avid soccer fan, having played on and managed recreational soccer teams for over 30 years.
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Tempus Pecunia
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