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Featured Business Financial Advisor in San Antonio, TX
San Antonio Financial Advisors
Clipper Wealth Management, LLC
16170 Jones Maltsberger Rd. #102
San Antonio, TX 78247
(210) 491-2319
Advisor Profile
Name:  Scott Cash Thompson, CFP
Phone Number:  (210) 491-2319
Website:  Visit Website

About Clipper Wealth Management, LLC

Scott Cash Thompson, CFP is the owner of Clipper Wealth Management, LLC.

In addition to earning a Bachelor's degree from the University of Texas -- San Antonio, Scott holds one of the financial services top credentials, CERTIFIED FINANICAL PLANNER, which greatly improves his ability to serve his client's financial needs. CFP practitioners have taken the extra step to demonstrate their professionalism by voluntarily submitting to the rigorous CFP certification process that includes testing, ethical standards and continuing education.

Scott works extensively in assisting high net worth individuals, such as corporate executives, professionals, and retirees, manage their wealth while properly allocating their portfolios. He has created a business model that focuses around the cornerstones of a client's financial needs: estate attorney, CPA, and financial planner. These three separate professionals plot the course based on a clients goals and needs.

Scott is an avid fly-fisherman and licensed FAA pilot. He and his wife Marti have three children (Ashly, Kylee, and Colton). Colt was born at 22 weeks gestation (weighed 1lb 2oz) and has the distinction of being one of the youngest babies to survive at such a premature date in the country, he is now 11 years old and doing very well. Scott's outside activities also include being a member at Forest Hills Presbyterian Church in Helotes, coaching baseball, playing golf, an avid reader and snow-skiing.
 

General Information

Gender:    Male
CRD#:    4414290
Firm CRD#:    6413
Name of Broker/Dealer:    LPL Financial
States Licensed in:    TX, FL, CO, CA
States Willing to do Business in:    TX, FL, CO, CA
Years of Experience in Financial Services:    12
Number of Years with Current Firm:    4
Work Experience:    8 years with A.G. Edwards 4 years and currently self employed through LPL Financial as broker-dealer.
I work with the following types of clients:    Individual Investors, Non-Profit Organizations, Trust, Businesses
 

Education

Academic Background
 
University of Texas - San Antonio BBA - Management (1992)
 

Services

Investment Types:    Commodities, Mutual Funds, FOREX & Currency, Options & Futures, Bonds, Stocks, Insurance, Mortgages & Real Estate, Exchange Traded Funds (ETFs), Alternative Investments, Socially Responsible Investments (SRI)
I can meet clients in the following ways:    At your office, Via email, Via phone, At my office, At your home
 

Qualifications & Memberships

Certifications, Accreditations & Designations:    CERTIFIED FINANCIAL PLANNER™ Certificant
Securities Licenses:    Series 7, Series 63, Series 65, Series 66
Insurance and Annuity Licenses:    Disability, Annuity, Health, Life, Variable Annuity, Long Term Care, Variable Life
Financial Organization Memberships:    Financial Planning Association (FPA)
 

Compliance

Registered Representative:    Yes
Investment Advisor Representative:    Yes
Compliance Disclosures in Last 5 years:    I have a clean record
Criminal Disclosures in Last 5 years:    I have a clean record
 

Compensation and Fees

Fee Structure:    I am a fee-based financial professional
Minimum Portfolio Size for New Managed Accounts:    $50000
Compensation Methods:    Commissions, Based on Assets, Flat Fee
 
 
 
Prepared By: Scott Cash Thompson, CFP

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