Scott Reynolds (CRD# 5977555) is an Investment Advisor Representative working at Cwm, LLC in Covington, KY and has over 12 years of experience in the finance industry. Scott Reynolds 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.
CRD# 6208290
Fidelity Personal And Workplace Advisors
CRD# 2076400
Ubs Financial Services Inc.
CRD# 6251091
Northwestern Mutual Investment Services,llc
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Ffr Wealth Team | Covington, KY | Mar 2024 - Current | < 1 |
| Cwm, LLC | Omaha, NE | Aug 2018 - Current | 5 |
| Ffr Wealth Team | Covington, KY | Aug 2018 - Mar 2024 | 5 |
| Cetera Advisor Networks | El Segundo, CA | Aug 2018 - Apr 2023 | 4 |
| Business Networking International | Covington, KY | Jun 2014 - Jun 2022 | 8 |
| Waddell & Reed Inc. | Cincinnati, OH | Sep 2011 - Aug 2018 | 6 |
| Boys Hope Girls Hope | Cincinnati, OH | Mar 2015 - Jan 2017 | 1 |
| Hockey Players 4 Kids | Montgomery, OH | Nov 2010 - Dec 2016 | 6 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Dec 2011 |
- KY
- OH
- TX
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Total Assets Under Management26,774MILLIONS
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Total Number of Accounts110,327ACCOUNTS
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Average Account Value$242,682
- 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
- Selection of other advisers (including private fund managers)
- Other
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, VT, WA, WI, WV, WY
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