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Ladonna Kaye Scott

Wealth Watch Advisors, Inc

Lubbock, TX

CRD 1256341

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Employer firm

Wealth Watch Advisors, Inc CRD 172002

$612M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Selection of other advisers

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

Current Employers
Wealth Watch Advisors, Inc

S Valley Hwy 8310, Englewood, CO 80112 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2019-05-17
  • TX RA
    APPROVED
    Since 2019-05-17

Branch Locations

Lubbock, TX • 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
Scott Financial Services Earth TX 04/1984 Present
Aflac Insurance Columbus GA 04/1991 Present
Sagepoint Financial, Inc. Earth TX 07/2016 11/2018
Wealth Watch Advisors Englewood CO 05/2019 Present
  • 04/1984 → Present
    Scott Financial Services
    Earth, TX
  • 04/1991 → Present
    Aflac Insurance
    Columbus, GA
  • 07/2016 → 11/2018
    Sagepoint Financial, Inc.
    Earth, TX
  • 05/2019 → Present
    Wealth Watch Advisors
    Englewood, CO
Previous Registrations
  • 2001-09-21 → 2003-12-31
    Waddell & Reed
    Amarillo, TX
Other Businesses

1) SCOTT FINANCIAL SERVICES POSITION: INSURANCE AGENT/OWNER NATURE: SOLE PROPRIETORSHIP,SALES AND SERVICE. INVESTMENT RELATED: YES NUMBER OF HOURS: 30 SECURITIES TRADING HOURS: 10 START DATE: 06/19/2013 ADDRESS: 301 US HWY 70, EARTH TX 79031 DESCRIPTION: FIXED ANNUITIES, DISABILITY (AFLAC), LIFE, EMPLOYEE BENEFITS, LONG TERM CARE.

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1984-07-07
  • S63 Uniform Securities Agent State Law Examination
    1984-07-07
Designations
  • Certified Financial Planner
Other Names
  • Ladonna Kaye Caldwell
  • Ladonna Caldwell Scott

View on SEC IAPD

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