Scott Ross (CRD# 4911591) is an Investment Advisor Representative working at Owlfi in Alpine, UT and has over 19 years of experience in the finance industry.
CRD# 4683570
Cetera Investment Advisers LLC
CRD# 1870699
Five Seasons Financial Planning LLC
CRD# 840425
Equitable Advisors, LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Owlfi | Lenexa, KS | May 2023 - Current | 1 |
Security National Mortgage Company | Salt Lake City, UT | May 2010 - Current | 14 |
Kingswood Wealth Advisors, LLC | Alpine, UT | Jun 2022 - May 2023 | < 1 |
International Assets Investment Management, LLC | Pleasant Grove, UT | Jun 2019 - Jun 2022 | 3 |
Global View Capital Management, Ltd | Pleasant Grove, UT | Jan 2014 - Jun 2019 | 5 |
Global View Capital Insurance, Ltd. | Waukesha, WI | Nov 2010 - Jun 2019 | 8 |
Purshe Kaplan Sterling Investments | Albany, NY | Jan 2014 - Jun 2015 | 1 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Apr 2005 |
S65 | NASAA Investment Advisors Law Examination | Jan 2012 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- UT
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Total Assets Under Management125MILLIONS
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Total Number of Accounts749ACCOUNTS
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Average Account Value$167,068
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
FL, KS, MO, NE, NY, OK, TX, UT
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