Scott Alling

Financial Advisor

Independent Franchise Owner Network

Biography

As a Wedbush Securities Independent Financial Advisor, Scott Alling is dedicated to serving his clients and the La Jolla community. With over 40 years of experience in the financial services industry, Scott is committed to using his experience and knowledge to educate his clients on making informed investment decisions. He began his career after obtaining his degree in Finance from Indiana University in 1981. Prior to joining Wedbush in 2009, he served as a Senior Financial Consultant at First Wall Street Corporation for 23 years.

Through the development of personalized investment strategies, Scott assists his clients in reaching their short and long-term financial goals. He specializes in building plans and strategies to serve the unique needs of high-net worth clients including, building personal wealth, planning for retirement, minimizing estate taxes and preparing for the tuition costs of his clients’ children or grandchildren. He helps his clients clearly define their investment objectives and risk tolerance to determine an asset allocation strategy designed to achieve their predetermined goals.

Born and raised in Lansing, Michigan, Scott has resided in San Diego since 1981. He has three children, Ryan, Kyle, and Shannon, and he is proud to have taught them about the industry and inspired them to pursue their own careers in finance. Ryan joined Scott at Wedbush as a Registered Associate in 2019. Active in his community, Scott is a member of the Scripps Ranch Old Pros, an organization which helps provide scholarships to Scripps Ranch students through sports and various fund raising activities. In his free time, he enjoys spending time with his family, his two dogs, an English Mastiff and Beagle, and traveling.

PRESIDENTS CLUB

Presidents Club Logo

 

Recognized by the firm as a member of the prestigious President's Club for outstanding contributions to the Wealth Management Division.

SPECIALIZATIONS

  • Alternative Investments
  • Asset Management
  • Financial Planning
  • Mutual Funds
  • Retirement Planning
  • Stocks and Bonds
  • Wealth Management

Credentials

  • Holds his Series 7, 63, and 65 licenses
  • BS in Business with a concentration in Finance from Indiana University

Mission Statement