Scott Heather, financial advisor Canton OH
78 score

Scott Heather

CRD Number: 5996909
Current Firm: Royal Fund Management, LLC

Scott Heather (CRD# 5996909) is an Investment Advisor Representative working at Royal Fund Management, LLC in Canton, OH and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
Royal Fund Management, LLC Canton, OH Jun 2013 - Current 3
Shaker Business Servs Massillon, OH Jan 2006 - Current 10
Scott E. Heather Canton, OH Jun 2002 - Current 14
American Elite Retirement West Des Moines, IA Mar 2013 - Jun 2013 < 1
Guardian Inaurance Canton, OH Dec 2011 - Jan 2013 1
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Feb 2013
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, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Judgments / Liens
Get Details on the FINRA Advisor Check site
Contact Info for Scott E. Heather
Phone Number: 352-750-1637
Registered State(s):
  • OH
By the Numbers
  • Total Assets Under Management
    214
    MILLIONS
  • Total Number of Accounts
    2,981
    ACCOUNTS
  • Average Account Value
    $71,682
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)
  • Other
Types of Clients
Registered States

AR, AZ, CA, CO, CT, DC, FL, GA, IA, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, NC, NE, NH, NJ, NM, NY, OH, OK, PA, SC, TN, TX, VA, WA, WI, WV

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BADGES
78

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