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Scott Foster McIntyre

Investment Adviser Representative at PLANNED SOLUTIONS, INC.

Folsom, CACRD #1341534Dual-registered
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
27 yrs
States Registered
2 states
Exams Passed
6

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

Scott Foster Mcintyre has worked in the securities industry since 1999. They have passed the Series 66, 65, 26, 7, and 6 examinations. They are registered to provide investment advisory services in California and New Mexico.

Registrations & licenses

Registration type
Dual-registered
Registered in 2 states
CaliforniaNew Mexico
Examinations passed
Series 65
Uniform Investment Adviser Law Examination
Passed 10/11/2011
Series 66
Uniform Combined State Law Examination
Passed 11/20/2008
SIE
Securities Industry Essentials Examination
Passed 4/27/2018
Series 7
General Securities Representative Examination
Passed 6/2/2009
Series 6
Investment Company Products/Variable Contracts Representative Examination
Passed 3/6/2002
Series 26
Investment Company Products/Variable Contracts Principal Examination
Passed 4/19/2002

Approximate fees

Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Primary fee model
Assets Under Management (AUM)
Asset tierAnnual rate
$0 - $250,000.991.10%
$250,001 - $500,000.991.05%
$500,001 - $750,000.991.00%
$750,001 - $1,000,000.990.95%
$1,000,001 - $2,000,000.990.85%
$2,000,001 and above0.50%
Account minimum: $100,000

Firm-stated minimum; may be waived at the firm's discretion.

Source

Planned Solutions, Inc. Form ADV Part 2A (Item 5), most recent annual amendment.

Employment history

Registration history as reported to FINRA, most recent first.

PLANNED SOLUTIONS, INC.Current
7/26/2011Folsom, CA
SECURITIES SERVICE NETWORK, LLC
10/21/20084/27/2018Folsom, CA
PRINCIPAL FUNDS DISTRIBUTOR, INC.
12/8/20038/22/2007El Dorado Hills, CA
PRINCOR FINANCIAL SERVICES CORPORATION
1/23/20078/21/2007Des Moines, IA
AMERICAN FUNDS DISTRIBUTORS, INC.
3/7/20026/30/2003Los Angeles, CA
PUTNAM FINANCIAL SERVICES, INC.
10/7/198510/23/1989

Official records & sources

Data as of May 30, 2026 · Source: SEC IAPD & FINRA BrokerCheck

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About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Scott Foster McIntyre has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

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Scott Foster McIntyre - Financial Advisor in Folsom, CA | AdvisorFinder