Scott Fricker

Scott is a Financial Advisor with Fortitude Investment group who operates in his home town of Palm Beach Gardens, Florida. Prior to joining Fortitude, Scott obtained a Bachelor’s Degree from the University of Alabama and then went on to earn a Master’s in Business Administration from the University of Tampa. He focuses on providing tax-efficient investment strategies and alternative investment options that may not be found in the every-day-portfolio. Scott takes an approach that begins with the investor’s end goal in mind and tailors solutions accordingly. He enjoys working with investors on an individual level and takes a hands-on approach to help clients achieve their financial objectives. In addition to educating individuals on alternative investments, Scott also works with accredited investors that wish to liquidate investment properties and utilize the 1031 exchange process. He is able to present a variety of different DST offerings (syndicated and managed by multi-billion-dollar real estate companies) that allow real estate owners to take a more passive ownership role, all while still reaping the benefits of IRS code 1031. Scott holds a Series 7 General Securities License as well as Florida Real Estate License.

Posts By Scott Fricker

Could this be the Missing Link in Your Investment Portfolio?

Scott Fricker   |     18, Apr 2019

This is for informational purposes only and is not an offer to buy/sell an investment. There are risks associated with investing in Delaware Statutory Trust (DST) and real estate investment properties including, but not limited to, loss of entire principal, declining market value, tenant vacancies and illiquidity. Diversification does not guarantee profits or guarantee protection against losses. Potential cash flows/returns/appreciation are not guaranteed and could be lower than anticipated. Because investors situations and objectives vary this information is not intended to indicate suitability for any particular investor. This information is not meant to be interpreted as tax or legal advice. Please speak with your legal and tax advisors for guidance regarding your particular situation.

Securities offered through Concorde Investment Services, LLC (CIS), member FINRA/SIPC. Advisory services offered through Concorde Asset Management, LLC (CAM), an SEC registered investment adviser. Insurance products offered through Concorde Insurance Agency, Inc. (CIA) Fortitude Investment Group is independent of CIS, CAM, and CIA.

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