Unclaimed Profile

Herbert Eugene Scruggs

PLANCORP, LLC·SAINT LOUIS, Missouri

Series 65Clean record10 years registeredPLANCORP, LLC

540 MARYVILLE CENTRE DRIVE, SAINT LOUIS, MO 63141-5829CRD# 6589573Firm CRD# 106599

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Herbert Eugene Scruggs · SAINT LOUIS, MO

Registration

CRD #6589573 · PLANCORP, LLC · 10 years registered

Brand Profile

Not yet started

Career History

CYNOSURE GROUP, LLC

Jan 2023 – present

CYNOSURE ADVISORS

Aug 2016 – Jan 2019

SALT LAKE CITY, UT

CYNOSURE MANAGEMENT, LLC

Jun 2016 – Dec 2022

SALT LAKE CITY, UT

Registrations & Exams

FINRA examinations passed

Series 65

Registration record

First registered · June 30, 2016

Years registered · 10

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

PLANCORP, LLC

CRD 106599 · SEC 801-20398

AUM

$6.5B

Regulatory assets under management

Employees

6,627 client accounts

Services offered by PLANCORP, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at PLANCORP, LLC →

Introduction

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Frequently Asked Questions

What services does Herbert Eugene Scruggs offer?

Herbert Eugene Scruggs specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in SAINT LOUIS, Missouri for a consultation.

What are Herbert Eugene Scruggs's credentials?

Herbert Eugene Scruggs is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Herbert Eugene Scruggs located?

Herbert Eugene Scruggs is based in SAINT LOUIS, Missouri, working with PLANCORP, LLC. Their office serves clients in the SAINT LOUIS metropolitan area and surrounding communities.

How does Herbert Eugene Scruggs charge for services?

Herbert Eugene Scruggs's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is PLANCORP, LLC?

PLANCORP, LLC has approximately 81 employees and manages $6.5B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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