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Scott Cash Thompson, CFP®

Clipper Wealth Management, LLC

16170 Jones Maltsberger Rd. #102

San Antonio, TX 78247
(210) 4912319

About Clipper Wealth Management, LLC

Clipper Wealth Management, LLC is an independent financial management organization. Our specialty is to provide custom wealth management strategies that are objective to individuals, families and trusts . We help develop financial plans to take full advantage of all income, tax and growth opportunities that are consistent with a clients goals and risks. Each person and their circumstances are unique…so are their plans.

General Information

Firm Start Year

2008

No.of Employees

5-9

CRD#

4414290

Firm CRD#

6413

Name of Broker/Dealer

LPL Financial

States Licensed in

TX, FL, CO, CA

Years of Experience in Financial Services

18

Number of Years with Current Firm

10

Work Experience

7 years with A.G. Edwards 10 years and currently self employed through LPL Financial as broker-dealer.

I work with the following types of clients

Trust, Individual Investors, Non-Profit Organizations, Businesses

Services

Investment Types

Commodities, Mutual Funds, Options & Futures, Bonds, Stocks, Annuities, Insurance, Mortgages & Real Estate, Exchange Traded Funds (ETFs), Alternative Investments, Socially Responsible Investments (SRI)

I can meet clients in the following ways

At your office, Via email, Via phone, At my office, At your home

Compliance

Registered Investment Advisor

No

Registered Representative

Yes

Investment Advisor Representative

Yes

I am an acknowledged fiduciary

No

Compliance Disclosures in Last 5 years

I have a clean record

Criminal Disclosures in Last 5 years

I have a clean record

Qualifications & Membership

Certifications, Accreditations & Designations

CERTIFIED FINANCIAL PLANNER™ Certificant

Securities Licenses

Series 7, Series 63, Series 65, Series 66

Insurance and Annuity Licenses

Disability, Annuity, Health, Life, Variable Annuity, Long Term Care, Variable Life

Financial Organization Memberships

Financial Planning Association (FPA)

Compensation and Fees

Fee Structure

Fee-Based

Minimum Portfolio Size for New Managed Accounts

250000

Compensation Methods

Flat Fee

Additional Details on Charges

Fee Based compensation based upon assets.