Scott Mahan, financial advisor Klamath Falls OR

Scott Mahan

CRD Number: 2799792
Current Firm: Arbor Point Advisors

Scott Mahan (CRD# 2799792) is an Investment Advisor Representative working at Arbor Point Advisors in Klamath Falls, OR and has over 21 years of experience in the finance industry.

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Company Name Location Dates Years
Securities America, Inc. Klamath Falls, OR Nov 2020 - Current 3
Arbor Point Advisors Klamath Falls, OR Nov 2020 - Current 3
Kms Financial Services, Inc. Seattle, WA May 2019 - Nov 2020 1
Cetera Advisors LLC Denver, CO Jan 2013 - May 2019 6
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jun 2002
Contact Info for Scott M. Mahan
Phone Number: 888-777-1992
Registered State(s):
  • OR
  • TX
By the Numbers
  • Total Assets Under Management
    6,429
    MILLIONS
  • Total Number of Accounts
    30,789
    ACCOUNTS
  • Average Account Value
    $208,807
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • 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
Types of Clients
Registered States

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, WY

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