Scott Mccaskill, Cfp® Rfc® Email and Phone Number
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Scott Mccaskill, Cfp® Rfc® phone numbers
Scott's primary focus is on our Assets Under Management (AUM) program, and he handles our client service, investment research and portfolio management. Scott earned his designations of "Certified Financial Planner (CFP®)" through the College of Financial Planning and "Registered Financial Consultant (RFC®)" through American College. His securities licenses include Series 24 (General Securities Principal), Series 31 (Futures Managed Funds Exam), 7 (General Securities Representative), 65 (Uniform Investment Advisor Law Exam), and 66 (Uniform Combined State Law Exam) and insurance licenses in life, health and long term care. Scott is a member of the Financial Planning Association (FPA), the International Association of Registered Financial Consultants (IARFC), Leadership Frederick County and the Frederick County Chamber of Commerce. Scott has been recognized by Reuters, Bloomberg, the Daily Record and Frederick Magazine. He has been quoted in the Frederick News Post, the CFP Board Consumer Newsletter, Smart Company Magazine, the Frederick Gazette and was a key speaker at the CFP Board Financial Planning Conference in Washington DC and the Financial Planning Association's "National Financial Planning Days". You can also listen to Scott weekdays at 4:08pm & 5:08pm on WMFD Radio 930AM for their “Closing Bell – Market Update”, where he summarizes the day’s market activity and news, while also answering questions from listeners and local media.Securities and advisory services offered through Commonwealth Financial Network®, Member FINRA/SIPC, a Registered Investment Adviser. Fixed insurance products and services are separate from and not offered through Commonwealth Financial Network®.McCaskill Financial. 220 West Patrick Street. Frederick, MD 21701. P (301) 668-7366. This communication is strictly intended for individuals residing in the states of AR, CA, CO, DE, DC, FL, GA, IL, KY, ME, MD, MO, NV, NY, NC, OH, PA, SC, TC, TX, VA, & WV. No offers may be made or accepted from any resident outside these states due to various state requirements and registration requirements regarding investment products and services. Review our Terms of Use: www.commonwealth.com/termsofuse.html
Mccaskill Financial
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- mccaskill-financial.com
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President - Certified Financial Planner®Mccaskill Financial Sep 2011 - Present220 West Patrick Street - Frederick, Maryland“Think Local, Think McCaskill” These are words we truly believe in. Here at McCaskill Financial we believe very deeply in being immersed in the Frederick community and providing a resource to its residents and the surrounding areas. We focus on the comprehensive financial planning process to address all of our client’s investment and planning needs. We hope to create a simple and concise roadmap for investors to follow to help achieve their personal financial goals. As an independent firm, we offer a personalized financial strategy, not a generic investment program. Individual portfolios will be based on the client's unique situation, their attitudes, risk tolerances, and goals. It will be designed to account for change, both in the market and in the client's personal life, so that it can work with them and for them through every stage of their life. Our approach to investing is straightforward. Our focus is on becoming a partner in building the future our clients desire. As we work together, we will thoroughly explain the investment strategies that are recommended, so that we will all be fully comfortable with all aspects of the investment portfolio. Every decision we make will be focused on achieving the results our clients desire. Our mission is to help our clients achieve financial independence through professional advice, sound risk management, quality investment products, and personal, efficient service. -
Trust Investment CommitteeCity Of Frederick, Md Jul 2014 - PresentFrederick, Maryland -
Closing Bell - Market UpdateWfmd Radio 930 Nov 2009 - PresentFrederick, Maryland
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School Of Business - Advisory BoardMount St. Mary'S University Aug 2009 - Present -
Board Of DirectorsFrederick County Humane Society Jan 2008 - Mar 2012
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Whag Daily Market ReportWhag Tv Nov 2010 - Jan 2012Hagerstown, Maryland -
Owner - Certified Financial Planner®Voso Financial Advisers Jan 2006 - Sep 2011220 West Patrick Street - Frederick Maryland
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Owner - Director Of InvestmentsVoso Financial Advisers Mar 2004 - Jan 2006220 West Patrick Street - Frederick, Maryland
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Operations & Securities SpecialistVoso Financial Advisers Mar 2003 - Mar 2004220 West Patrick Street - Frederick, Maryland
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Financial AdviserAmerican Express Financial Advisors/Ameriprise Financial 1999 - 2002
Scott Mccaskill, Cfp® Rfc® Skills
Scott Mccaskill, Cfp® Rfc® Education Details
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Certified Financial Planner - Cfp® -
Registered Financial Consultant - Rfc®
Frequently Asked Questions about Scott Mccaskill, Cfp® Rfc®
What company does Scott Mccaskill, Cfp® Rfc® work for?
Scott Mccaskill, Cfp® Rfc® works for Mccaskill Financial
What is Scott Mccaskill, Cfp® Rfc®'s role at the current company?
Scott Mccaskill, Cfp® Rfc®'s current role is Certified Financial Planner Professional.
What is Scott Mccaskill, Cfp® Rfc®'s email address?
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What schools did Scott Mccaskill, Cfp® Rfc® attend?
Scott Mccaskill, Cfp® Rfc® attended American College, Metropolitan State University Of Denver, Norwich University.
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Scott Mccaskill, Cfp® Rfc® has interest in Football, Collecting Antiques, Exercise, Home Improvement, Reading, Gourmet Cooking, Sports, Watching Basketball, The Arts, Home Decoration.
What skills is Scott Mccaskill, Cfp® Rfc® known for?
Scott Mccaskill, Cfp® Rfc® has skills like Certified Financial Planner, Personal Financial Planning, Retirement Planning, Investment Advisory, Investment Management, Income Protection, Income For Life, Alternative Investments, Estate Planning, Retirement, Retirement Savings, Financial Advisory.
Who are Scott Mccaskill, Cfp® Rfc®'s colleagues?
Scott Mccaskill, Cfp® Rfc®'s colleagues are Sean Wade, Elizabeth Lorenzen, Brett Kraimer.
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