Unclaimed Profile

Scott Meredith Custer

LIVE OAK WEALTH ADVISORS, LLC·WILMINGTON, North Carolina

Clean recordLIVE OAK WEALTH ADVISORS, LLC

1741 TIBURON DRIVE, WILMINGTON, NC 28403CRD# 4372060Firm CRD# 297904

Profile Verification

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

Identity

Scott Meredith Custer · WILMINGTON, NC

Registration

CRD #4372060 · LIVE OAK WEALTH ADVISORS, LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Scott Meredith Custer is a registered financial advisor based in WILMINGTON, North Carolina, affiliated with LIVE OAK WEALTH ADVISORS, LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Wealth Management

Client Types

Individuals

High Net Worth Individuals

Introduction

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Firm Overview

Firm

LIVE OAK PRIVATE WEALTH, LLC

AUM

$952M

Regulatory assets under management

Employees

Total firm employees

View all advisors at LIVE OAK PRIVATE WEALTH, LLC →

Services

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Market timing services

Background

Compensation

Percentage of AUM

Hourly charges

Subscription fees

Regulatory

SEC/IARD CRD# 4372060

Firm CRD# 297904

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Scott Meredith Custer offer?

Scott Meredith Custer specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in WILMINGTON, North Carolina for a consultation.

What are Scott Meredith Custer's credentials?

Scott Meredith Custer is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Scott Meredith Custer located?

Scott Meredith Custer is based in WILMINGTON, North Carolina, working with LIVE OAK WEALTH ADVISORS, LLC. Their office serves clients in the WILMINGTON metropolitan area and surrounding communities.

How does Scott Meredith Custer charge for services?

Scott Meredith Custer'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 LIVE OAK WEALTH ADVISORS, LLC?

LIVE OAK WEALTH ADVISORS, LLC has approximately 11 employees and manages $952M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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