Scott AbrahamsonCRD Number: 4299120
Current Firm: Oswego Wealth Advisors Inc.
Scott Abrahamson (CRD# 4299120) is an Investment Advisor Representative working at Oswego Wealth Advisors Inc. in Lake Oswego, OR and has over 20 years of experience in the finance industry. Scott Abrahamson has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Wells Fargo Clearing Services, LLC
Ameriprise Financial Services, LLC
Middleton & Company
|Oswego Wealth Advisors Inc.||Lake Oswego, OR||Oct 2020 - Current||< 1|
|Kms Financial Services Inc.||Hillsboro, OR||Feb 2001 - Current||20|
|Portland Community College||Hillsboro, OR||Nov 1997 - Current||23|
|The H Group, Inc.||Portland, OR||Dec 2016 - Apr 2018||1|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Feb 2001|
Total Assets Under Management218MILLIONS
Total Number of Accounts645ACCOUNTS
Average Account Value$337,676
- 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
- Selection of other advisers (including private fund managers)
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