Toni’s guest on 1/4/2014 was Adam Scott a certified financial planner. Adam will be discussing the best investment plans for retirement.
Adam Scott is a CERTIFIED FINANCIAL PLANNER™ professional. Adam received an honors degree in Economics from Bristol University in the UK, and worked as a Commodity Trader for Donaldson, Lufkin and Jenrette, Inc. in London. He spent several years in the Entertainment Industry before joining Westside Investment Management. Adam focusses on Technology and Entertainment Industry Entrepreneurs, Executives and Creatives.
Adam is an LPL Financial Advisor and holds the General Securities Representative (Series 7) and Investment Advisor Representative (Series 66) securities registrations through LPL Financial.