Scott BolithoCRD Number: 1238378
Current Firm: Cetera Advisor Networks LLC
Scott Bolitho (CRD# 1238378) is an Investment Advisor Representative working at Cetera Advisor Networks LLC in Glenwood Springs, CO and has over 25 years of experience in the finance industry. Scott Bolitho 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.
H.d. Vest Advisory Services, Inc.
Triad Advisors, Inc.
|Cetera Advisor Networks LLC||El Segundo, CA||Sep 2013 - Current||3|
|Travelers Ins Group||Hartford, CT||Jan 1996 - Current||21|
|Glenwood Insurance Agency||Glenwood Springs, CO||Jun 1990 - Current||27|
|Tower Square Securities, Inc.||Glenwood Springs, CO||Feb 1996 - Sep 2013||17|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Apr 1992|
Total Assets Under Management16,791MILLIONS
Total Number of Accounts70,113ACCOUNTS
Average Account Value$239,482
- 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
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