Advisor at Janney Montgomery Scott
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
Janney Montgomery Scott
Location
Florence, SC 29501
Credentials
Series 66
Industry experience
21 years
Flat fees offered for financial planning services; fees vary and are covered under separate agreements.
Negotiable percentage of assets under management
Janney is a dually registered broker-dealer and investment adviser offering brokerage services with commissions.
Janney Montgomery Scott LLC
2025 - Present (1 year)
Ameriprise Financial Services, LLC
2020 - 2025 (5 years)
Ameriprise Financial Services, Inc.
2005 - 2020 (15 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
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