Andrew Scott (CRD# 6716330) is an Investment Advisor Representative working at Principal Securities, Inc. in Carthage, MO and has over 5 years of experience in the finance industry.
CRD# 6242965
Edward Jones
CRD# 2684147
Osaic Wealth, Inc.
CRD# 1138058
On Investment Management Co
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Revolutionary Wealth | Carthage, MO | Feb 2024 - Current | < 1 |
| Principal Life Insurance Company | Carthage, MO | Jan 2023 - Current | 1 |
| Principal Securities Inc. | Carthage, MO | Jan 2023 - Current | 1 |
| Northwestern Mutual Investment Services LLC | Springfield, MO | Dec 2017 - Jan 2023 | 5 |
| Northwestern Mutual Life Insurance Company | Milwaukee, WI | Oct 2016 - Jan 2023 | 6 |
| Great Southern Bank | Joplin, MO | May 2016 - Oct 2016 | < 1 |
| Student | Joplin, MO | Jan 2015 - May 2016 | 1 |
| Office Max | Joplin, MO | Jul 2013 - Jul 2015 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jun 2018 |
| S65 | NASAA Investment Advisors Law Examination | Sep 2023 |
- MO
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Total Assets Under Management12,106MILLIONS
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Total Number of Accounts54,844ACCOUNTS
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Average Account Value$220,730
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
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