Stephen ScottCRD Number: 4607033
Current Firm: Cetera Investment Advisers LLC
Stephen Scott (CRD# 4607033) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Kirkwood, MO and has over 13 years of experience in the finance industry.
Financial Planning Associates, Inc.
Cutter & Company, Inc.
Visionary Wealth Advisors, LLC
|Cetera Investment Advisers LLC||Schaumburg, IL||Jan 2008 - Current||8|
|Cetera Financial Specialists LLC||Schaumburg, IL||Nov 2002 - Current||14|
|Scott, Scott And Co Cpa||Kirkwood, MO||Jul 1992 - Current||24|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Dec 2003|
Total Assets Under Management7,010MILLIONS
Total Number of Accounts26,660ACCOUNTS
Average Account Value$262,943
- 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, AZ, 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