Scott Klimo (CRD# 2488127) is an Investment Advisor Representative working at Saturna Capital Corporation in Bellingham, WA and has over 29 years of experience in the finance industry.
CRD# 1069257
Wells Fargo Advisors
CRD# 2375862
D.a. Davidson & Company
CRD# 2231612
Royal Fund Management, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Saturna Capital Corporation | Bellingham, WA | Apr 2016 - Current | 8 |
| Saturna Investment Trust | Belligham, WA | Dec 2015 - Current | 8 |
| Saturna Investment Trust | Bellingham, WA | Jan 2014 - Current | 10 |
| Amana Mutual Funds Trust | Bellinham, WA | Aug 2012 - Current | 11 |
| Saturna Brokerage Services | Bellingham, WA | May 2012 - Current | 11 |
| Saturna Capital Corporation | Bellingham, WA | May 2012 - Mar 2016 | 3 |
| Saturna Investment Trust | Bellingham, WA | Mar 2015 - Dec 2015 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jun 1994 |
| S66 | NASAA Uniform Combined State Law Examination | Dec 2012 |
- WA
-
Total Assets Under Management6,644MILLIONS
-
Total Number of Accounts115ACCOUNTS
-
Average Account Value$57,771,641
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for pooled investment vehicles (other than investment companies)
- Pension consulting services
CA, FL, GA, IL, IN, MD, MI, NV, NY, OH, TX, VA, WA
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