Scott Gordon (CRD# 6426317) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Fair Oaks, CA and has over 8 years of experience in the finance industry.
CRD# 2464546
Capital Planning Advisors LLC
CRD# 5156625
Dynamic Wealth Strategies, LLC
CRD# 2923073
Captrust
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Cetera Investment Advisers LLC | Schaumburg, IL | Jun 2023 - Current | < 1 |
| American River Wealth Management | Rancho Cordova, CA | Sep 2019 - Current | 4 |
| Cetera Advisor Networks LLC | El Segundo, CA | Sep 2019 - Current | 4 |
| Wells Fargo Clearing Services, LLC | Sacramento, CA | Sep 2017 - Sep 2019 | 2 |
| Morgan Stanley | Sacramento, CA | Sep 2016 - Sep 2017 | 1 |
| Morgan Stanley Smith Barney LLC | Sacramento, CA | Apr 2016 - Sep 2016 | < 1 |
| Morgan Stanley Private Bank, National Association | New York, NY | Sep 2015 - Apr 2016 | < 1 |
| Morgan Stanley Smith Barney LLC | Roseville, CA | Apr 2015 - Apr 2016 | 1 |
| Unemployed | Sacramento, CA | Dec 2014 - Apr 2015 | < 1 |
| Uc Davis - Men's Golf | Davis, CA | Sep 2014 - Nov 2014 | < 1 |
| Self-employed | Sacramento, CA | Oct 2004 - Nov 2014 | 10 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Jun 2015 |
- CA
-
Total Assets Under Management104,469MILLIONS
-
Total Number of Accounts423,554ACCOUNTS
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Average Account Value$246,648
- 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
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
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, VI, VT, WA, WI, WV, WY
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