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Scott Jacobsmeyer

Argent Wealth Management, Inc.

Round Rock, TX

CRD 4954824

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Employer firm

Argent Wealth Management, Inc. CRD 135376

$172M regulatory AUM 1 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)

From the firm’s Form ADV. Read the guides:

Current Employers
Argent Wealth Management, Inc.

2251 Double Creek Dr Suite 606, Round Rock, TX 78664-3831 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2005-06-24
  • TX RA
    APPROVED
    Since 2005-06-24

Branch Locations

2251 Double Creek Drive Suite 606, Round Rock, TX 78664-3831 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Argent Wealth Management, Inc. Round Rock TX 03/2005 Present
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2005-02-11
  • S65 Uniform Investment Adviser Law Examination
    2005-02-11
Designations
  • Certified Financial Planner

View on SEC IAPD

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Nearby Investors

HOMER PHILLIPS PARSEGIAN
MATTHEW VAN COOK WELLS
DONALD CLIFFORD HURWITZ

Nearby Offices

GREENBELT INVESTMENT ADVISORS, LLC · ROUND ROCK, TX
TNT ASSET MANAGEMENT, LLC · ROUND ROCK, TX
CLIFTON MYERS FINANCIAL ADVISORY · ROUND ROCK, TX

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