Scott PearringCRD Number: 5860998
Current Firm: Expand Financial Group, LLC
Scott Pearring (CRD# 5860998) is an Investment Advisor Representative working at Expand Financial Group, LLC in Campbell, CA and has over 8 years of experience in the finance industry. Scott Pearring has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Skyoak Wealth Management, Inc.
Three Bell Capital LLC
Three Bell Capital LLC
|Expand Financial Group, LLC||Burleson, TX||May 2018 - Current||1|
|G.a. Repple & Company||Casselberry, FL||Sep 2010 - May 2018||7|
|David Bennett - Financial Firm||Roseville, CA||Jun 2010 - May 2018||7|
|Bruin Tutoring||Los Angeles, CA||Sep 2009 - Sep 2010||1|
|David Bennett - Financial Firm||Roseville, CA||Jun 2009 - Sep 2009||< 1|
|Bruin Tutoring||Los Angeles, CA||Jan 2008 - Jun 2009||1|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Sep 2011|
|S65||NASAA Investment Advisors Law Examination||Jan 2011|
Total Assets Under Management24MILLIONS
Total Number of Accounts234ACCOUNTS
Average Account Value$103,877
- 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
- Selection of other advisers (including private fund managers)
CA, LA, MT, TX
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