Scott L. Webb Cfs Cpfa

Scott L. Webb Cfs Cpfa Email and Phone Number

President and Founder @ Webb Financial Group LLC
Zanesville, OH, US
Scott L. Webb Cfs Cpfa's Location
Zanesville, Ohio, United States, United States
Scott L. Webb Cfs Cpfa's Contact Details

Scott L. Webb Cfs Cpfa work email

Scott L. Webb Cfs Cpfa personal email

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Scott L. Webb Cfs Cpfa phone numbers

About Scott L. Webb Cfs Cpfa

We have 23 years of helping families, small businesses, & non-profits work smarter towards financial goals. We are associated with LPL Financial, one of the largest "Independent" broker dealers in the nation. We are accepting new clients currently.We are value based LPL financial planners and have personal relationships with our clients.Specialties: Advisory Services, Financial Planning, Wealth Accumulation and Transfer, etc...Small business 401k's, Fiduciary 401k servicesRFP services for TPAs, recordkeepers, investments, and 3(38) providersSecurities & Advisory Services Offered through LPL Financial, A Registered Investment Advisor, member FINRA SIPC for hyperlinks to Finra see website section aboveThird party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.​For a list of states in which I am registered to do business, please visit www.webbfinancialgroupllc.com

Scott L. Webb Cfs Cpfa's Current Company Details
Webb Financial Group LLC

Webb Financial Group Llc

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President and Founder
Zanesville, OH, US
Website:
webbfinancialgroupllc.com
Employees:
9
Scott L. Webb Cfs Cpfa Work Experience Details
  • Webb Financial Group Llc
    President And Founder
    Webb Financial Group Llc
    Zanesville, Oh, Us
    View
  • First National Bank Of Mcconnelsville
    Lpl Financial Advisor
    First National Bank Of Mcconnelsville May 2014 - Present
    Mcconnelsville, Ohio, United States
    LPL Financial Planner
  • Webb Financial Group Llc
    President & Founder
    Webb Financial Group Llc Apr 2005 - Present
    Zanesville, Ohio, United States
    Wealth ManagementFinancial PlanningLPL Advisory ServicesOSJ: Branch Manager401(k) Plan Designs
    View
  • Hopewell Federal Credit Union
    Lpl Financial Planner
    Hopewell Federal Credit Union Jan 2006 - Present
    Newark, Heath, Johnstown
    Quality Financial Planning for members and businesses: Wealth Management, Insurance Analysis, 401(k) plan designs, Roth IRAs, Simple IRAs, etc...
    View
  • Pfs Investments
    Regional Vice President
    Pfs Investments Jan 1997 - Mar 2005
    Oversaw recruitment and production for "Franchise" of Citigroup. Top 1% in the nation among peers. I did financial planning for American families. One of few advisers that won the coveted $100,000 ring.
    View
  • Family Heritage
    District Manager
    Family Heritage 1990 - 1996
    I started on ground floor in Ohio with startup insurance company owned by Southwestern Advantage. Opened new territories for 6 years with Family Heritage.
    View
  • Southwestern
    Student Manager
    Southwestern Jun 1985 - Sep 1990
    I paid my way through college selling study guides and childrens books door to door every summer. I also managed several teams during the summer. Training was in Nashville, TN. I grew up in Oregon.
    View

Scott L. Webb Cfs Cpfa Skills

Strategic Financial Planning Financial Services Registered Investment Advisor Securities Wealth Accumulation Wealth Management Small Business 401k Finance Finra Retirement Planning Fixed Annuities Retirement Mutual Funds Series 7 Investment Advisory Financial Advisory Iras Asset Allocation Wealth Investment Strategies Series 63 Long Term Care Investments Life Insurance Term Life Insurance High Net Worth Individuals Portfolio Management Alternative Investments Public Speaking Asset Management Bonds Series 24 Financial Planners Estate Planning Financial Planning

Scott L. Webb Cfs Cpfa Education Details

Frequently Asked Questions about Scott L. Webb Cfs Cpfa

What company does Scott L. Webb Cfs Cpfa work for?

Scott L. Webb Cfs Cpfa works for Webb Financial Group Llc

What is Scott L. Webb Cfs Cpfa's role at the current company?

Scott L. Webb Cfs Cpfa's current role is President and Founder.

What is Scott L. Webb Cfs Cpfa's email address?

Scott L. Webb Cfs Cpfa's email address is sc****@****lpl.com

What is Scott L. Webb Cfs Cpfa's direct phone number?

Scott L. Webb Cfs Cpfa's direct phone number is (631)-271*****

What schools did Scott L. Webb Cfs Cpfa attend?

Scott L. Webb Cfs Cpfa attended Montana State University-Bozeman.

What are some of Scott L. Webb Cfs Cpfa's interests?

Scott L. Webb Cfs Cpfa has interest in Raquet Ball, Family Activities, Investing, Travelling, Business Development, Water Skiing, Outdoor Activities, Snow Skiing, Baseball, Basketball.

What skills is Scott L. Webb Cfs Cpfa known for?

Scott L. Webb Cfs Cpfa has skills like Strategic Financial Planning, Financial Services, Registered Investment Advisor, Securities, Wealth Accumulation, Wealth Management, Small Business, 401k, Finance, Finra, Retirement Planning, Fixed Annuities.

Who are Scott L. Webb Cfs Cpfa's colleagues?

Scott L. Webb Cfs Cpfa's colleagues are Erin Webb, Ed Leedom, Tori Gable, Cfs, Cynthia Cremeans, Kari Chandler.

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