Bringing more than 20 years of experience in financial services with him, Scott Portlock joined Global Wealth Advisors in 2023. Serving clients in the San Antonio office as a wealth advisor, he previously spent 12 years as a senior financial consultant with Business Financial Group (BFG) in their individual financial consulting department. During the 14 years prior to BFG, he served as a financial advisor, with 5 years at Merrill Lynch and the remainder with independent financial planning firms in Pennsylvania and New Jersey.
Scott received a Bachelor of Science in business administration in accounting from Georgetown University where he also ran track as a scholarship athlete. He went on to earn an MBA in finance from Lehigh University in Bethlehem, Pennsylvania.
Scott holds the CERTIFIED FINANCIAL PLANNER® certification which is awarded by the Certified Financial Planner Board of Standards, Inc. He also holds FINRA Series 7 and 63 securities registrations with Commonwealth Financial Network®, Member FINRA/SIPC, a Registered Investment Advisor. He is life, health, and variable insurance licensed and is a Chartered Life Underwriter® (CLU®).
Global Wealth Advisors is an independent financial planning and investment management firm. We help people reach their goals by never losing sight of our planning strategy and process. As independent financial advisors, we offer our clients the resources and flexibility to simplify their financial life and help them reach their objectives. An important part of GWA's 3P Approach© to planning is working with our clients' other trusted advisors like CPAs, insurance agents, and attorneys, in a collaborative team effort. Like fitting a puzzle together, we help clients put the pieces of their financial life together so they feel secure in knowing their financial matters are in order.
General Information |
| Firm Start Year: | 2008 | |
| No. of Employees: | 20-49 | |
| Insurance License#: | 1639531 |
| Name of Broker/Dealer: | COMMONWEALTH FINANCIAL NETWORK |
| States Licensed in: | TX |
| Number of Years with Current Firm: | 12 |
| Work with the following types of clients: | Businesses, Individual Investors, Non-Profit Organizations |
| Advisory Services Provided: | Financial Advice & Consulting, Investment Advice & Management, Estate Planning & Trusts, Insurance Products & Annuities, Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Planning for Individuals, Financial Planning for Businesses |
Services |
| Investment Types: | Mutual Funds, Options & Futures, Bonds, Stocks, Annuities, Insurance, Commodities, Alternative Investments, Exchange Traded Funds (ETFs), Socially Responsible Investments (SRI) |
| Can meet clients in the following ways: | Email, Our Office, Phone, Video Conference |
Qualifications & Memberships |
| Insurance and Annuity Licenses: | Health, Life, Variable Annuity, Long Term Care, Variable Life, Annuity, Disability |
Compensation and Fees |
| Fee Structure: | Fee-Based |
| Minimum Portfolio Size for New Managed Accounts: | $250,000 |
| Compensation Methods: | Based on Assets |
Education |
| BS in Business Administration | Georgetown University - Washington, DC 08/15/1989-05/15/1993 |
| MBA - Finance | Lehigh University - Bethlehem, PA 08/15/1996-05/15/1997 |
Disclosures |
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WiserAdvisor provides referrals to financial professionals. WiserAdvisor is not a current client of advisor or advisory services. Financial professionals pay cash compensation for these referrals, which creates the incentive for WiserAdvisor to make these referrals, resulting in a conflict of interest. Commonwealth Financial Network ADV 2A Additional Detailed Disclosures |
Disclaimer |
Securities and advisory services offered through Commonwealth Financial Network® Member FINRA / SIPC, a Registered Investment Adviser. Advisory services and fixed insurance products and services offered through Global Wealth Advisors, a Registered Investment Adviser, are separate and unrelated to Commonwealth. |
Registered Investment Advisor:
Yes
Investment Advisor Representative:
Yes
Acknowledged fiduciary:
Yes
Compliance Disclosures in Last 5 years:
I have a clean record
Criminal Disclosures in Last 5 years:
I have a clean record
| Mon. | 8:00 AM - 6:00 PM |
| Tue. | 8:00 AM - 6:00 PM |
| Wed. | 8:00 AM - 6:00 PM |
| Thu. | 8:00 AM - 6:00 PM |
| Fri. | 8:00 AM - 6:00 PM |
| Greater San Antonio Area, Boerne, Spring Branch, New Braunfels, Canyon Lake, Mc Queeney, Marion |
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