Paul ScofieldCRD Number: 6242997
Current Firm: Edward Jones
Paul Scofield (CRD# 6242997) is an Investment Advisor Representative working at Edward Jones in Grafton, WI and has over 3 years of experience in the finance industry.
Fortress Planning Group
Cedarpoint Investment Advisors, Inc.
|Edward Jones||St. Louis, MO||Sep 2013 - Current||3|
|U.s. Bank National Association||Milwaukee, WI||Jul 2001 - Jul 2013||12|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Nov 2013|
Total Assets Under Management140,424MILLIONS
Total Number of Accounts777,048ACCOUNTS
Average Account Value$180,715
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)