David ScottCRD Number: 5988312
Current Firm: Charles Schwab & Company, Inc.
David Scott (CRD# 5988312) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Indian Wells, CA and has over 5 years of experience in the finance industry.
Centaurus Financial, Inc.
Balboa Wealth Partners, Inc.
Flc Capital Advisors
|Charles Schwab Bank||Indian Wells, CA||Feb 2014 - Current||3|
|Charles Schwab & Company, Inc.||Indian Wells, CA||Feb 2014 - Current||3|
|Unemployed||San Diego, CA||May 2013 - Jan 2014||< 1|
|Bank Of America, N.a.||San Diego, CA||Nov 2011 - May 2013||1|
|Merrill Lynch, Pierce, Fenner & Smith Incorporated||Rancho Bernardo, CA||Sep 2011 - May 2013||1|
|Mission Hills Mortgage Bankers||Murrieta, CA||Oct 2010 - Sep 2011||< 1|
|Primary Residential Mortgage||San Diego, CA||Feb 2010 - Oct 2010||< 1|
|Wells Fargo Home Mortgage||San Diego, CA||Feb 2008 - Feb 2010||2|
|Pardee Home Loans/dba Of Wfhm||San Diego, CA||Apr 2003 - Feb 2008||4|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Dec 2011|
Total Assets Under Management0MILLIONS
Total Number of Accounts0ACCOUNTS
Average Account Value$0
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Selection of other advisers (including private fund managers)
AK, AL, AR, 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