Scott Spears, financial advisor Akron OH

Scott Spears

CRD Number: 4683260
Current Firm: Symphony Financial Services, Inc.

Scott Spears (CRD# 4683260) is an Investment Advisor Representative working at Symphony Financial Services, Inc. in Akron, OH and has over 20 years of experience in the finance industry.

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Company Name Location Dates Years
Symphony Financial Services, Inc. Akron, OH Jun 2009 - Current 14
Linsco Private Ledger Akron, OH Nov 2007 - Current 16
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Sep 2003
S65 NASAA Investment Advisors Law Examination Jan 2005
Contact Info for Scott D. Spears
Phone Number: 330-434-2000
Registered State(s):
  • OH
By the Numbers
  • Total Assets Under Management
    344
    MILLIONS
  • Total Number of Accounts
    1,269
    ACCOUNTS
  • Average Account Value
    $271,327
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AR, CA, CO, FL, GA, HI, IL, IN, KY, LA, MO, NC, NY, OH, TX, VA

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