Scott Ranby (CRD# 6100316) is an Investment Advisor Representative working at Kuhn Advisors, Inc. in Denver, CO and has over 11 years of experience in the finance industry. Scott Ranby 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# 5513725
Margin
CRD# 6280566
Motley Fool Wealth Management, LLC
CRD# 6818104
Winding Trail Financial Planning, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Kuhn Advisors, Inc. | Denver, CO | May 2014 - Current | 9 |
| Kuhn And Associates, Inc. | Durham, NC | Apr 2012 - May 2014 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Nov 2012 |
- CO
- NC
- TX
-
Total Assets Under Management720MILLIONS
-
Total Number of Accounts1,355ACCOUNTS
-
Average Account Value$531,319
- 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
- Educational seminars/workshops
CA, CO, FL, MD, NC, NY, TX, UT, VA
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