Scott Bloom, financial advisor Belvidere IL

Scott Bloom

CRD Number: 4540022
Current Firm: Raymond James Financial Services Advisors, Inc.

Scott Bloom (CRD# 4540022) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Belvidere, IL and has over 21 years of experience in the finance industry.

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Company Name Location Dates Years
Raymond James Financial Services Inc. Belvidere, IL Jul 2022 - Current 1
Fnbo Belvidere, IL Jul 2022 - Current 1
Fnbo Belvidere, IL Jul 2022 - Current 1
First Investments And Planning Belvidere, IL Jul 2022 - Current 1
Raymond James Financial Services Advisors Belvidere, IL Jul 2022 - Current 1
Pnc Investments Loves Park, IL Nov 2020 - Jul 2022 1
Lpl Financial, LLC Galesburg, IL Sep 2014 - Nov 2020 6
U.s. Bancorp Investments, Inc. Bloomington, IL Oct 2010 - Sep 2014 3
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jul 2002
S66 NASAA Uniform Combined State Law Examination Jun 2006
Disclosure Information

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
Contact Info for Scott G. Bloom
Phone Number: 727-567-3020
Registered State(s):
  • IL
  • TX
By the Numbers
  • Total Assets Under Management
    275,430
    MILLIONS
  • Total Number of Accounts
    985,117
    ACCOUNTS
  • Average Account Value
    $279,591
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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