Scott Pearring, financial advisor Campbell CA

Scott Pearring

CRD 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.

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Professional Designations
Company Name Location Dates Years
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
Contact Info for Scott J. Pearring
Phone Number: 916-521-5451
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    24
    MILLIONS
  • Total Number of Accounts
    234
    ACCOUNTS
  • Average Account Value
    $103,877
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
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

CA, LA, MT, TX

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BADGES
Clean Record
This advisor has a clean track record with regulators.

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