Scott McIntyre has been an investment adviser representative at Planned Solutions Financial & Insurance Services since July 2011, and is not listed among the firm’s executive officers or direct owners.
Planned Solutions Financial & Insurance Services, Inc. is a Folsom, CA firm with $671M under management, 827 clients and 6 advisers in one office, as of its April 2026 filing.
- Planned Solutions, Inc.Current– present · 15 yearsFolsom, CA · Adviser representative · Firm CRD 105052
Investment adviser representative registrations
Scott McIntyre is registered as an investment adviser representative in 2 states. The first approvals date from October 2011; the most recent is New Mexico, in September 2016.
- CaliforniaSince 12 October 2011
- New MexicoSince 22 September 2016
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 65 | Uniform Investment Adviser Law Examination | 11 October 2011 |
| Series 7 | General Securities Representative Examination | 2 June 2009 |
| Series 66 | Uniform Combined State Law Examination | 20 November 2008 |
| Series 26 | Investment Company Products/Variable Contracts Principal Examination | 19 April 2002 |
| Series 6 | Investment Company Products/Variable Contracts Representative Examination | 6 March 2002 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Investment Adviser Law Examination
- Name
- General Securities Representative Examination
- Name
- Uniform Combined State Law Examination
- Name
- Investment Company Products/Variable Contracts Principal Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Full name
- Scott Foster McIntyre
- CRD
- 1341534
- Firm
- Planned Solutions Financial & Insurance Services · CRD 105052
- Office
- 1130 IRON POINT ROAD #170, Folsom, CA 95630-8310
- Registration
- Investment adviser registration
- In the industry since
- September 1999
- Disciplinary history
- Not yet shown here · SEC record
Where does Scott McIntyre work?
Scott McIntyre is an investment adviser representative registered through Planned Solutions Financial & Insurance Services, Inc. since July 2011, and is not listed among the firm’s executive officers or direct owners.
Is Scott McIntyre a financial advisor?
Yes. Scott McIntyre has a current investment-adviser registration in California and New Mexico, through Planned Solutions Financial & Insurance Services since July 2011.
How many years of experience does Scott McIntyre have?
Scott McIntyre has 27 years in the financial industry, since September 1999, across 1 adviser firm.
What exams has Scott McIntyre passed?
Scott McIntyre has passed 5 licensing exams: the Series 6, Series 26, Series 66, Series 7 and Series 65. The earliest, the Series 6, was passed in March 2002. FINRA credited Scott McIntyre with the SIE, which began in October 2018.
Where is Scott McIntyre based?
Scott McIntyre’s registered office is in Folsom, CA.
Is Scott McIntyre registered with FINRA?
No. Scott McIntyre has no current broker registration.
How can I verify Scott McIntyre’s record?
Search CRD 1341534 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Scott McIntyre’s full registration record.