Zachary ScottCRD Number: 5546159
Current Firm: Signator Investors, Inc.
Zachary Scott (CRD# 5546159) is an Investment Advisor Representative working at Signator Investors, Inc. in Indianapolis, IN and has over 2 years of experience in the finance industry.
I4 Advisors LLC
Treybourne Wealth Planners
Canterbury Investment Management, LLC
|Sii||Indianapolis, IN||Sep 2013 - Current||3|
|University Of Indianapolis||Indianapolis, IN||Jan 2011 - Dec 2013||2|
|Pace Financial Group||Fishers, IN||Jan 2012 - May 2012||< 1|
|Jaffe Financial Services||Indianapolis, IN||Aug 2010 - Dec 2010||< 1|
|J.p. Morgan Private Bank||Chicago, IL||May 2010 - Aug 2010||< 1|
|Pace Financial Group||Fishers, IN||Jan 2010 - May 2010||< 1|
|Butler University||Indianapolis, IN||Aug 2007 - May 2010||2|
|Capstone Asset Management||Houston, TX||Jun 2009 - Aug 2009||< 1|
|Rbc Wealth Management||Minneapolis, MN||Jun 2008 - Aug 2008||< 1|
|Americorps||Bay St. Louis, MS||Jun 2007 - Aug 2007||< 1|
|Effingham High School||Effingham, IL||Aug 2003 - May 2007||3|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||May 2014|
Total Assets Under Management2,196MILLIONS
Total Number of Accounts25,384ACCOUNTS
Average Account Value$86,500
- 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, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV
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