Jennifer Scholfield (CRD# 5996905) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Bella Vista, AR and has over 11 years of experience in the finance industry.
CRD# 2462003
Lpl Financial LLC
CRD# 6210169
Arvest Wealth Management
CRD# 4133460
Stephens
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Cetera Advisors LLC | Bella Vista, AR | Sep 2022 - Current | 1 |
| First Allied Advisory Services | Schaumburg, IL | Nov 2020 - Current | 3 |
| Scholfield Wealth Management | Durango, CO | Nov 2011 - Current | 12 |
| First Allied Securites, Inc. | San Diego, CA | Nov 2011 - Sep 2022 | 10 |
| First Allied Advisory Services, Inc. | Chesterfield, MO | Oct 2013 - Nov 2020 | 7 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Aug 2012 |
| S65 | NASAA Investment Advisors Law Examination | Sep 2013 |
- AR
- TX
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Total Assets Under Management104,469MILLIONS
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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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