Shane Mark Scott
Investment adviser representative at Turner Financial Group, Inc.
18 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$229.6MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
18 years in the industry.
- Turner Financial Group, Inc.Jul 2024 to now
- Dedicated Financial ServicesMay 2023 to now
- Sgl Financial, LLCMay 2023 to Jul 2024
- Oxley Capital Management, LLCMar 2020 to Apr 2023
- This and That Supplies LLCAug 2018 to Apr 2021
- Full-time StudentSep 2008 to May 2018
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2020
State registrations
Registered as an investment adviser representative in 1 state (DE).
Turner Financial Group, Inc.
$229.6MAssets managed
620Clients
8Advisers
2 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 7229005
- Firm CRD
- 134204