Jamie Scales, financial advisor Evansville IN

Jamie Scales

CRD Number: 5248240
Current Firm: Kcpag Financial Advisors LLC

Jamie Scales (CRD# 5248240) is an Investment Advisor Representative working at Kcpag Financial Advisors LLC in Evansville, IN and has over 14 years of experience in the finance industry.

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Company Name Location Dates Years
Kcpag Financial Advisors LLC Evansville, IN Jul 2008 - Current 14
Kcpag Insurance Services LLC Evansville, IN Jun 2008 - Current 14
Kemper Capital Management LLC Evansville, IN Dec 2007 - Current 14
Securities America, Inc. Evansville, IN Mar 2008 - May 2019 11
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jul 2008
Contact Info for Jamie L. Scales
Phone Number: 618-544-4993
Registered State(s):
  • IN
By the Numbers
  • Total Assets Under Management
    12
    MILLIONS
  • Total Number of Accounts
    297
    ACCOUNTS
  • Average Account Value
    $38,951
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • 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)
Types of Clients
Registered States

CA, FL, IL, IN, KY, LA, MO, TN, TX

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