Scott LutyCRD Number: 5927027
Current Firm: Everence Trust Company
Scott Luty (CRD# 5927027) is an Investment Advisor Representative working at Everence Trust Company in Hutchinson, KS and has over 6 years of experience in the finance industry.
Financial Benefits, Inc.
Securities America Advisors, Inc.
Summit Financial Group Inc.
|Everence Trust Company||Goshen, IN||Mar 2013 - Current||5|
|Proequities, Inc.||Hutchinson, KS||May 2011 - Current||6|
|Everence Financial||Hutchinson, KS||Apr 2010 - Current||7|
|Self Employed||Wichita, KS||Feb 2002 - Apr 2010||8|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jun 2011|
|S65||NASAA Investment Advisors Law Examination||Jan 2013|
Total Assets Under Management1,414MILLIONS
Total Number of Accounts3,697ACCOUNTS
Average Account Value$382,374
- 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 pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Educational seminars/workshops
AL, AZ, CA, CO, DC, DE, FL, IA, IL, IN, KS, KY, MA, MD, MI, MO, NC, NJ, NM, NY, OH, OR, PA, VA, WI