Scott Leavitt (CRD# 7508961) is an Investment Advisor Representative working at Arrow Wealth Advisors in Grass Valley, CA and has over 2 years of experience in the finance industry.
CRD# 2579690
Ameriprise Financial Services, LLC
CRD# 5142926
State Farm Investment Management Corp.
CRD# 1852661
Mariner Independent
Company Name | Location | Dates | Years |
---|---|---|---|
Arrow Wealth Advisors | San Antonio, TX | Feb 2022 - Current | 2 |
Brigham Young University | Rexburg, ID | Sep 2016 - Dec 2021 | 5 |
Arrow Wealth Advisors | San Antonio, TX | May 2021 - Jul 2021 | < 1 |
Church Of Jesus Christ Of Latter-day Saints | Salt Lake City, UT | Aug 2014 - Sep 2016 | 2 |
Scott Leavitt, Sole Proprietor | Colorado Springs, CO | Jan 2012 - Jul 2014 | 2 |
Exam Code | Name | Passed Date |
---|---|---|
S65 | NASAA Investment Advisors Law Examination | Feb 2022 |
- FL
- TX
-
Total Assets Under Management75MILLIONS
-
Total Number of Accounts473ACCOUNTS
-
Average Account Value$158,841
- 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
- Pension consulting services
- Selection of other advisers (including private fund managers)
CA, FL, TX
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